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 | $5,708 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $4,551 |
CHARLES SCHWAB & CO., INC.9 years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $17 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,871 | $101,317+7.5% | $146,958-25.9% | $74,495+46.1% |
| Participation rate | 77.2% | 75.5%+1.7pp | 82.2%-5.0pp | 67.2%+10.0pp |
| Annual return | 17.79% | 8730.91%-8713.1pp | 418.34%-400.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,929 | $3,810-23.1% | $4,933-40.6% | $2,623+11.7% |
| Participant deferral / active EE | $6,251 | $7,303-14.4% | $8,070-22.5% | $4,346+43.8% |
| Admin fee / account holder | $28 | $1,739-98.4% | $12,998-99.8% | $1,942-98.5% |