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 LLC4 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $12,112 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $360 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL 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 | $163,583 | $95,274+71.7% | $135,903+20.4% | $74,419+119.8% |
| Participation rate | 91.4% | 78.2%+13.2pp | 81.9%+9.5pp | 70.7%+20.6pp |
| Annual return | 13.67% | 32.77%-19.1pp | 68.23%-54.6pp | 34.38%-20.7pp |
| Employer contribution / active EE | $13,363 | $3,874+244.9% | $4,856+175.2% | $2,637+406.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $20 | $266-92.4% | $10,762-99.8% | $348-94.2% |