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 |
|---|---|---|
BULLROCK CAPITAL5 years Service code 99 · EIN 81-4243054 | Other Fees | $31,479 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA AND ASSOCIATES INC. Service code 99 · EIN 34-1310124 | Other Fees | $6,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,465 | $63,745+20.0% | $98,442-22.3% | $79,386-3.7% |
| Participation rate | 87.0% | 69.9%+17.1pp | 73.3%+13.7pp | 70.7%+16.3pp |
| Annual return | 16.24% | 625.80%-609.6pp | 1492.73%-1476.5pp | 116.85%-100.6pp |
| Employer contribution / active EE | $960 | $2,557-62.4% | $2,960-67.6% | $2,427-60.4% |
| Participant deferral / active EE | $3,816 | $3,303+15.5% | $4,276-10.8% | $4,046-5.7% |
| Admin fee / account holder | $53 | $516-89.7% | $5,949-99.1% | $626-91.5% |