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 |
|---|---|---|
Filed as: INTELLICENTS Service code 28 · EIN 41-1812533 | Investment Management | $75,555 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,232 | $85,135+62.4% | $98,907+39.8% | $73,409+88.3% |
| Participation rate | 99.3% | 81.1%+18.1pp | 76.0%+23.2pp | 72.2%+27.1pp |
| Annual return | 12.85% | 19.14%-6.3pp | 196.43%-183.6pp | 59.29%-46.4pp |
| Employer contribution / active EE | $5,209 | $2,721+91.4% | $2,689+93.7% | $2,234+133.2% |
| Participant deferral / active EE | $3,984 | $4,349-8.4% | $4,244-6.1% | $3,805+4.7% |
| Admin fee / account holder | $167 | $139+20.3% | $6,642-97.5% | $158+6.1% |