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.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $24,893 |
TRI-AD ACTUARIES, INC.6 years Service code 13 · EIN 95-2887986 | Contract Administrator | $10,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,825 | $41,078+121.1% | $80,569+12.7% | $71,457+27.1% |
| Participation rate | 99.3% | 50.2%+49.1pp | 67.0%+32.3pp | 67.9%+31.4pp |
| Annual return | 16.72% | 38.45%-21.7pp | 935.43%-918.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,007 | $1,506-33.1% | $2,723-63.0% | $2,588-61.1% |
| Participant deferral / active EE | $6,061 | $2,699+124.6% | $4,447+36.3% | $4,289+41.3% |
| Admin fee / account holder | $194 | $1,840-89.5% | $5,377-96.4% | $1,587-87.8% |