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 |
|---|---|---|
INVST4 years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $48,495 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Participant communication; Account ma... | $29,850 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,616 |
CHARLES SCHWAB & CO., INC.2 years 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 | $70,583 | $60,323+17.0% | $81,812-13.7% | $74,495-5.3% |
| Participation rate | 96.7% | 62.9%+33.9pp | 72.3%+24.4pp | 67.2%+29.5pp |
| Annual return | 14.50% | 16.90%-2.4pp | 773.79%-759.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,863 | $2,620-28.9% | $2,912-36.0% | $2,623-29.0% |
| Participant deferral / active EE | $4,529 | $3,387+33.7% | $4,319+4.9% | $4,346+4.2% |
| Admin fee / account holder | $284 | $1,486-80.9% | $7,386-96.2% | $1,942-85.4% |