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) | $8,684 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | 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 | $122,736 | $95,274+28.8% | $135,903-9.7% | $74,419+64.9% |
| Participation rate | 47.0% | 78.2%-31.2pp | 81.9%-34.9pp | 70.7%-23.7pp |
| Annual return | 17.38% | 32.77%-15.4pp | 68.23%-50.9pp | 34.38%-17.0pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,706 | $7,782-39.5% | $7,758-39.3% | $4,528+3.9% |
| Admin fee / account holder | $25 | $266-90.5% | $10,762-99.8% | $348-92.8% |