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 9-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 |
|---|---|---|
Service code 26 · EIN 42-1460565 | Advisory (Participants) | $8,618 |
CHARLES SCHWAB & CO., INC.7 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 | $32,376 | $49,915-35.1% | $154,803-79.1% | $74,304-56.4% |
| Participation rate | 59.6% | 54.0%+5.7pp | 78.1%-18.5pp | 60.3%-0.7pp |
| Annual return | 18.34% | 34.06%-15.7pp | 58.88%-40.5pp | 29.43%-11.1pp |
| Employer contribution / active EE | $454 | $1,611-71.8% | $4,305-89.5% | $2,241-79.7% |
| Participant deferral / active EE | $2,017 | $2,255-10.5% | $5,540-63.6% | $3,767-46.5% |
| Admin fee / account holder | $83 | $2,189-96.2% | $14,329-99.4% | $2,969-97.2% |