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 LLC2 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $8,594 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $208 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $128,588 | $104,317+23.3% | $159,436-19.3% | $86,799+48.1% |
| Participation rate | 50.8% | 77.7%-26.9pp | 82.8%-32.0pp | 72.3%-21.5pp |
| Annual return | 13.70% | 26.32%-12.6pp | 263.57%-249.9pp | 97.91%-84.2pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,722 | $6,837-30.9% | $7,352-35.8% | $4,131+14.3% |
| Admin fee / account holder | $27 | $172-84.5% | $10,799-99.8% | $170-84.3% |