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 15 · EIN 16-1450952 | Recordkeeping | $12,003 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,485 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,075 | $46,292-2.6% | $143,757-68.6% | $64,808-30.4% |
| Participation rate | 74.2% | 64.2%+10.0pp | 80.3%-6.1pp | 71.5%+2.7pp |
| Annual return | -17.94% | -10.05%-7.9pp | -0.04%-17.9pp | 32.82%-50.8pp |
| Employer contribution / active EE | $3,487 | $1,910+82.6% | $4,951-29.6% | $2,506+39.2% |
| Participant deferral / active EE | $6,777 | $2,646+156.2% | $5,637+20.2% | $4,310+57.2% |
| Admin fee / account holder | $17 | $154-88.7% | $14,673-99.9% | $188-90.7% |