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 | $55,371+101.7% | $95,585+16.8% | $74,304+50.3% |
| Participation rate | 99.4% | 53.8%+45.6pp | 72.1%+27.4pp | 60.3%+39.1pp |
| Annual return | 16.32% | 24.26%-7.9pp | 38.56%-22.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,368 | $1,437+134.4% | $2,527+33.3% | $2,241+50.3% |
| Participant deferral / active EE | $6,138 | $2,955+107.7% | $4,023+52.6% | $3,767+62.9% |
| Admin fee / account holder | $230 | $2,620-91.2% | $6,127-96.2% | $2,969-92.3% |