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 |
|---|---|---|
INVST3 years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $40,612 |
Service code 12 · EIN 47-0098400 | Direct payment from the plan; Claims ... | $30,033 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,006 |
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 | $67,173 | $58,264+15.3% | $86,612-22.4% | $71,457-6.0% |
| Participation rate | 97.4% | 65.0%+32.4pp | 71.7%+25.7pp | 67.9%+29.4pp |
| Annual return | 18.25% | 21.63%-3.4pp | 591.07%-572.8pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,046 | $2,574-20.5% | $3,022-32.3% | $2,588-20.9% |
| Participant deferral / active EE | $4,950 | $3,436+44.1% | $4,438+11.5% | $4,289+15.4% |
| Admin fee / account holder | $284 | $1,057-73.1% | $5,614-94.9% | $1,587-82.1% |