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.2 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.
Participant contribution per participant 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 | $14,899 | $61,156-75.6% | $185,823-92.0% | $79,386-81.2% |
| Participation rate | 43.0% | 66.6%-23.6pp | 81.7%-38.7pp | 70.7%-27.7pp |
| Annual return | 34.18% | 19.45%+14.7pp | 122.05%-87.9pp | 116.85%-82.7pp |
| Employer contribution / active EE | $452 | $2,321-80.5% | $5,167-91.3% | $2,427-81.4% |
| Participant deferral / active EE | $540 | $2,789-80.6% | $5,568-90.3% | $4,046-86.7% |
| Admin fee / account holder | $191 | $710-73.0% | $16,237-98.8% | $626-69.5% |