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) | $9,565 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $400 |
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 | $143,700 | $106,028+35.5% | $146,958-2.2% | $77,643+85.1% |
| Participation rate | 43.3% | 78.4%-35.1pp | 82.2%-38.9pp | 70.6%-27.3pp |
| Annual return | 13.28% | 56.73%-43.5pp | 418.34%-405.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,877 | $7,990-39.0% | $8,070-39.6% | $4,647+4.9% |
| Admin fee / account holder | $30 | $337-91.2% | $12,998-99.8% | $430-93.1% |