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 36-4389114 | Recordkeeping | $27,704 |
OAKSTREET WEALTH MANAGEMENT5 years Service code 26 · EIN 82-1589061 | Advisory (Participants) | $22,200 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,034 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,681 | $49,657+124.9% | $93,063+20.0% | $67,986+64.3% |
| Participation rate | 99.4% | 49.9%+49.5pp | 72.1%+27.3pp | 57.2%+42.2pp |
| Annual return | 16.32% | 26.27%-10.0pp | 34.15%-17.8pp | 31.67%-15.3pp |
| Employer contribution / active EE | $3,368 | $1,279+163.4% | $2,476+36.0% | $2,019+66.8% |
| Participant deferral / active EE | $6,138 | $2,484+147.1% | $3,958+55.1% | $3,358+82.8% |
| Admin fee / account holder | $230 | $2,843-91.9% | $6,033-96.2% | $3,203-92.8% |