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 LLC3 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $12,010 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $564 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC AND AFFILI Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,388 | $82,202+82.9% | $125,339+20.0% | $64,808+132.1% |
| Participation rate | 86.3% | 77.9%+8.5pp | 82.4%+4.0pp | 71.5%+14.9pp |
| Annual return | -14.90% | 3.48%-18.4pp | 572.05%-586.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $11,999 | $3,615+231.9% | $4,814+149.3% | $2,506+378.9% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $21 | $163-87.0% | $10,010-99.8% | $188-88.7% |