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 | $37,210 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,931 | $56,423+4.4% | $77,163-23.6% | $71,457-17.5% |
| Participation rate | 57.5% | 64.3%-6.8pp | 69.6%-12.1pp | 67.9%-10.4pp |
| Annual return | 17.01% | 19.05%-2.0pp | 37.87%-20.9pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,339 | $1,866+25.3% | $2,535-7.7% | $2,588-9.6% |
| Participant deferral / active EE | $2,955 | $3,142-6.0% | $3,833-22.9% | $4,289-31.1% |
| Admin fee / account holder | $288 | $1,429-79.8% | $5,472-94.7% | $1,587-81.8% |