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 |
|---|---|---|
FIRST BUSINESS TRUST & INVESTMENTS10+ years Service code 21 · EIN 39-0394950 | Bank Trustee | $24,462 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $20,987 |
CHARLES SCHWAB & CO., INC.4 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 | $213,252 | $129,021+65.3% | $184,203+15.8% | $77,643+174.7% |
| Participation rate | 98.8% | 87.3%+11.5pp | 86.8%+12.0pp | 70.6%+28.3pp |
| Annual return | 17.02% | 33.27%-16.3pp | 28.81%-11.8pp | 31.24%-14.2pp |
| Employer contribution / active EE | $8,933 | $4,413+102.4% | $6,427+39.0% | $2,726+227.7% |
| Participant deferral / active EE | $10,525 | $7,297+44.2% | $9,131+15.3% | $4,647+126.5% |
| Admin fee / account holder | $56 | $254-78.1% | $13,901-99.6% | $430-87.1% |