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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $9,013 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $61 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,721 | $130,194+147.9% | $169,993+89.8% | $71,457+351.6% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.0%+10.2pp | 67.9%+29.3pp |
| Annual return | 20.71% | 20.37%+0.3pp | 53.37%-32.7pp | 28.85%-8.1pp |
| Employer contribution / active EE | $7,527 | $4,381+71.8% | $6,785+10.9% | $2,588+190.9% |
| Participant deferral / active EE | $10,867 | $6,923+57.0% | $10,408+4.4% | $4,289+153.4% |
| Admin fee / account holder | $69 | $966-92.8% | $12,815-99.5% | $1,587-95.7% |