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 7-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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $7,548 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 | Securities brokerage; Securities brok... | $0 |
Filed as: CHARLES SCHWAB& CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,869 | $99,957-90.1% | $149,696-93.4% | $73,488-86.6% |
| Participation rate | 70.6% | 75.7%-5.1pp | 82.5%-11.9pp | 70.7%-0.1pp |
| Annual return | -78.29% | 53.87%-132.2pp | 276.60%-354.9pp | 28.51%-106.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,296 | $6,073+3.7% | $6,842-8.0% | $3,740+68.4% |
| Admin fee / account holder | $67 | $551-87.9% | $9,309-99.3% | $513-87.0% |