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 |
|---|---|---|
INVST2 years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $42,639 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $29,347 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,337 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,397 | $51,197+10.2% | $82,719-31.8% | $66,914-15.7% |
| Participation rate | 97.6% | 67.8%+29.7pp | 72.6%+25.0pp | 69.8%+27.8pp |
| Annual return | -17.31% | -9.64%-7.7pp | 701.18%-718.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,969 | $2,611-24.6% | $3,009-34.6% | $2,544-22.6% |
| Participant deferral / active EE | $4,727 | $3,458+36.7% | $4,395+7.6% | $4,237+11.6% |
| Admin fee / account holder | $286 | $416-31.1% | $5,329-94.6% | $593-51.7% |