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 21 · EIN 39-0394950 | Bank Trustee | $62,815 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,117 | $65,061-19.9% | $143,757-63.7% | $66,914-22.1% |
| Participation rate | 86.8% | 65.2%+21.6pp | 80.3%+6.5pp | 69.8%+17.0pp |
| Annual return | -17.74% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,226 | $2,361-5.7% | $4,951-55.0% | $2,544-12.5% |
| Participant deferral / active EE | $3,637 | $2,919+24.6% | $5,637-35.5% | $4,237-14.2% |
| Admin fee / account holder | $288 | $502-42.6% | $14,673-98.0% | $593-51.4% |