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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $14,678 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $5,184 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,932 | $81,248+160.8% | $155,509+36.3% | $80,856+162.1% |
| Participation rate | 98.8% | 66.2%+32.6pp | 78.2%+20.6pp | 67.6%+31.2pp |
| Annual return | 34.12% | 33.31%+0.8pp | 64.67%-30.5pp | 35.59%-1.5pp |
| Employer contribution / active EE | $2,127 | $3,100-31.4% | $4,672-54.5% | $2,755-22.8% |
| Participant deferral / active EE | $5,595 | $3,452+62.1% | $5,626-0.6% | $4,296+30.2% |
| Admin fee / account holder | $28 | $7,997-99.6% | $15,912-99.8% | $6,918-99.6% |