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 | $23,950 |
Service code 26 · EIN 82-1589061 | Advisory (Participants) | $7,500 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Shareholder s... | $6,371 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,711 | $78,275-40.3% | $109,143-57.2% | $86,799-46.2% |
| Participation rate | 34.6% | 73.8%-39.3pp | 75.9%-41.3pp | 72.3%-37.7pp |
| Annual return | 12.22% | 19.14%-6.9pp | 25.75%-13.5pp | 97.91%-85.7pp |
| Employer contribution / active EE | $483 | $3,105-84.5% | $3,722-87.0% | $2,405-79.9% |
| Participant deferral / active EE | $2,109 | $3,641-42.1% | $4,653-54.7% | $4,131-49.0% |
| Admin fee / account holder | $199 | $198+0.3% | $6,752-97.1% | $170+17.4% |