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 |
|---|---|---|
MARINER LLC1 year Service code 26 · EIN 20-4553256 | Advisory (Participants) | $10,848 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $250 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC AND AFFILI Service code 59 | 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 | $154,886 | $100,801+53.7% | $149,696+3.5% | $73,409+111.0% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.5%+10.4pp | 72.2%+20.7pp |
| Annual return | 13.77% | 265.34%-251.6pp | 276.60%-262.8pp | 59.29%-45.5pp |
| Employer contribution / active EE | $11,674 | $3,312+252.5% | $4,644+151.4% | $2,234+422.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $19 | $181-89.3% | $9,309-99.8% | $158-87.7% |