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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $28,176 |
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $16,803 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,324 | $130,267-52.9% | $145,661-57.9% | $102,872-40.4% |
| Participation rate | 99.0% | 83.3%+15.6pp | 77.2%+21.8pp | 73.0%+25.9pp |
| Annual return | 19.33% | 17.79%+1.5pp | 101.46%-82.1pp | 19.06%+0.3pp |
| Employer contribution / active EE | $3,241 | $4,061-20.2% | $4,238-23.5% | $3,526-8.1% |
| Participant deferral / active EE | $4,114 | $6,550-37.2% | $7,198-42.8% | $5,535-25.7% |
| Admin fee / account holder | $24 | $396-94.0% | $12,466-99.8% | $292-91.9% |