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) | $8,585 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $164 |
CHARLES SCHWAB & CO., INC.7+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,302 | $82,202+30.5% | $125,339-14.4% | $64,808+65.6% |
| Participation rate | 50.5% | 77.9%-27.4pp | 82.4%-31.9pp | 71.5%-21.0pp |
| Annual return | -16.15% | 3.48%-19.6pp | 572.05%-588.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,762 | $7,175-33.6% | $7,446-36.0% | $4,310+10.5% |
| Admin fee / account holder | $25 | $163-84.4% | $10,010-99.7% | $188-86.5% |