See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,954 | $67,984-48.6% | $65,493-46.6% | $74,304-53.0% |
| Participation rate | 88.4% | 66.3%+22.0pp | 73.1%+15.3pp | 60.3%+28.0pp |
| Annual return | 11.51% | 19.87%-8.4pp | 982.45%-970.9pp | 29.43%-17.9pp |
| Employer contribution / active EE | $1,752 | $2,491-29.7% | $2,574-31.9% | $2,241-21.8% |
| Participant deferral / active EE | $2,720 | $3,346-18.7% | $3,961-31.3% | $3,767-27.8% |
| Admin fee / account holder | $14 | $1,373-99.0% | $5,028-99.7% | $2,969-99.5% |