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 10-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $79,309 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $130 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,818 | $86,225+41.3% | $146,665-16.9% | $86,799+40.3% |
| Participation rate | 95.1% | 78.0%+17.2pp | 80.1%+15.1pp | 72.3%+22.9pp |
| Annual return | 12.94% | 31.23%-18.3pp | 22.74%-9.8pp | 97.91%-85.0pp |
| Employer contribution / active EE | $2,747 | $2,392+14.8% | $4,136-33.6% | $2,405+14.2% |
| Participant deferral / active EE | $9,825 | $4,245+131.4% | $5,506+78.4% | $4,131+137.8% |
| Admin fee / account holder | $156 | $195-20.2% | $10,280-98.5% | $170-8.1% |