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 LLC6 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $14,000 |
CHARLES SCHWAB & CO., INC.10+ 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 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 | $204,108 | $119,446+70.9% | $150,045+36.0% | $85,563+138.5% |
| Participation rate | 87.4% | 75.4%+12.0pp | 82.3%+5.1pp | 66.0%+21.4pp |
| Annual return | 12.15% | 23.72%-11.6pp | 62.55%-50.4pp | 31.51%-19.4pp |
| Employer contribution / active EE | $14,148 | $4,078+246.9% | $4,693+201.5% | $2,654+433.2% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $24 | $548-95.7% | $13,435-99.8% | $834-97.2% |