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 | $24,300 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $2,201 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,188 | $61,156-63.7% | $185,823-88.1% | $79,386-72.1% |
| Participation rate | 92.9% | 66.6%+26.2pp | 81.7%+11.2pp | 70.7%+22.2pp |
| Annual return | 12.13% | 19.45%-7.3pp | 122.05%-109.9pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,251 | $2,321-46.1% | $5,167-75.8% | $2,427-48.5% |
| Participant deferral / active EE | $1,624 | $2,789-41.8% | $5,568-70.8% | $4,046-59.9% |
| Admin fee / account holder | $110 | $710-84.4% | $16,237-99.3% | $626-82.4% |