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 Filed as: SHAREBUILDER ADVISORS LLC Service code 27 · EIN 36-4917989 | Advisory (Plan) | $35,724 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,328 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,793 | $65,435-17.8% | $86,677-37.9% | $66,914-19.6% |
| Participation rate | 85.2% | 75.5%+9.8pp | 76.6%+8.7pp | 69.8%+15.4pp |
| Annual return | -21.56% | -10.89%-10.7pp | 35.91%-57.5pp | 1.58%-23.1pp |
| Employer contribution / active EE | $3,394 | $2,153+57.6% | $2,836+19.7% | $2,544+33.4% |
| Participant deferral / active EE | $5,006 | $4,100+22.1% | $4,656+7.5% | $4,237+18.1% |
| Admin fee / account holder | $202 | $642-68.5% | $7,493-97.3% | $593-65.9% |