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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $16,682 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,793 |
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $4,203 |
CHARLES SCHWAB & CO., INC.5 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 | $52,021 | $69,823-25.5% | $77,163-32.6% | $74,419-30.1% |
| Participation rate | 69.2% | 70.0%-0.8pp | 69.6%-0.4pp | 70.7%-1.6pp |
| Annual return | 16.86% | 19.98%-3.1pp | 37.87%-21.0pp | 34.38%-17.5pp |
| Employer contribution / active EE | $2,015 | $2,150-6.3% | $2,535-20.5% | $2,637-23.6% |
| Participant deferral / active EE | $3,528 | $3,558-0.8% | $3,833-8.0% | $4,528-22.1% |
| Admin fee / account holder | $57 | $398-85.6% | $5,472-99.0% | $348-83.5% |