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 | $25,543 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,833 |
CHARLES SCHWAB & CO., INC.3 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 | $188,715 | $100,227+88.3% | $169,993+11.0% | $74,419+153.6% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.0%+11.5pp | 70.7%+27.8pp |
| Annual return | 22.45% | 66.08%-43.6pp | 53.37%-30.9pp | 34.38%-11.9pp |
| Employer contribution / active EE | $8,800 | $4,263+106.4% | $6,785+29.7% | $2,637+233.7% |
| Participant deferral / active EE | $10,652 | $7,143+49.1% | $10,408+2.3% | $4,528+135.2% |
| Admin fee / account holder | $60 | $234-74.2% | $12,815-99.5% | $348-82.6% |