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 | $17,820 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $14,447 |
CHARLES SCHWAB & CO., INC.6 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 | $91,763 | $50,982+80.0% | $154,803-40.7% | $85,563+7.2% |
| Participation rate | 76.0% | 59.8%+16.2pp | 78.1%-2.1pp | 66.0%+10.0pp |
| Annual return | 18.18% | 30.35%-12.2pp | 58.88%-40.7pp | 31.51%-13.3pp |
| Employer contribution / active EE | $3,270 | $1,708+91.4% | $4,305-24.1% | $2,654+23.2% |
| Participant deferral / active EE | $6,499 | $2,474+162.7% | $5,540+17.3% | $4,375+48.5% |
| Admin fee / account holder | $29 | $846-96.6% | $14,329-99.8% | $834-96.5% |