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 |
|---|---|---|
Service code 27 · EIN 20-8307105 | Advisory (Plan) | $5,534 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Recordkeeping fees; Account maintenan... | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,835 | $55,415-93.1% | $155,509-97.5% | $74,495-94.9% |
| Participation rate | 94.4% | 61.9%+32.5pp | 78.2%+16.3pp | 67.2%+27.2pp |
| Annual return | 6.34% | 268.50%-262.2pp | 64.67%-58.3pp | 1364.94%-1358.6pp |
| Employer contribution / active EE | $370 | $2,267-83.7% | $4,672-92.1% | $2,623-85.9% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $38 | $1,738-97.8% | $15,912-99.8% | $1,942-98.1% |