See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $22,321 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,532 | $50,982-95.0% | $154,803-98.4% | $85,563-97.0% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 0.00% | 30.35%-30.4pp | 58.88%-58.9pp | 31.51%-31.5pp |
| Employer contribution / active EE | $604 | $1,708-64.7% | $4,305-86.0% | $2,654-77.2% |
| Participant deferral / active EE | $1,885 | $2,474-23.8% | $5,540-66.0% | $4,375-56.9% |
| Admin fee / account holder | $23 | $846-97.3% | $14,329-99.8% | $834-97.2% |