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 LLC5 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $13,275 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $460 |
CHARLES SCHWAB & CO., INC.2 years 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 | $182,546 | $106,028+72.2% | $146,958+24.2% | $77,643+135.1% |
| Participation rate | 87.8% | 78.4%+9.4pp | 82.2%+5.6pp | 70.6%+17.2pp |
| Annual return | 11.09% | 56.73%-45.6pp | 418.34%-407.2pp | 31.24%-20.1pp |
| Employer contribution / active EE | $13,911 | $4,063+242.4% | $4,933+182.0% | $2,726+410.3% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $22 | $337-93.3% | $12,998-99.8% | $430-94.8% |