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 Service code 28 · EIN 26-0058143 | Investment Management | $18,566 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $140 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $386,978 | $132,049+193.1% | $200,582+92.9% | $74,304+420.8% |
| Participation rate | 99.3% | 84.1%+15.2pp | 86.9%+12.4pp | 60.3%+38.9pp |
| Annual return | 13.07% | 22.22%-9.1pp | 42.33%-29.3pp | 29.43%-16.4pp |
| Employer contribution / active EE | $8,335 | $4,558+82.9% | $6,419+29.9% | $2,241+271.9% |
| Participant deferral / active EE | $12,362 | $7,213+71.4% | $9,331+32.5% | $3,767+228.1% |
| Admin fee / account holder | $134 | $2,405-94.4% | $16,305-99.2% | $2,969-95.5% |