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 | $15,307 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,929 |
CHARLES SCHWAB & CO., INC.5 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 | $70,940 | $50,815+39.6% | $155,509-54.4% | $77,643-8.6% |
| Participation rate | 78.0% | 63.1%+14.9pp | 78.2%-0.2pp | 70.6%+7.4pp |
| Annual return | 14.81% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $3,183 | $1,993+59.8% | $4,672-31.9% | $2,726+16.8% |
| Participant deferral / active EE | $6,176 | $2,822+118.9% | $5,626+9.8% | $4,647+32.9% |
| Admin fee / account holder | $23 | $437-94.8% | $15,912-99.9% | $430-94.7% |