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 26-0023299 | Recordkeeping | $10,559 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 | Shareholder Servicing | $7,213 |
Annual investment return 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 | $87,792 | $72,254+21.5% | $86,677+1.3% | $64,808+35.5% |
| Participation rate | 75.7% | 80.4%-4.7pp | 76.6%-0.9pp | 71.5%+4.2pp |
| Annual return | -19.48% | 392.42%-411.9pp | 35.91%-55.4pp | 32.82%-52.3pp |
| Employer contribution / active EE | $1,314 | $2,393-45.1% | $2,836-53.7% | $2,506-47.6% |
| Participant deferral / active EE | $3,926 | $4,658-15.7% | $4,656-15.7% | $4,310-8.9% |
| Admin fee / account holder | $40 | $174-77.1% | $7,493-99.5% | $188-78.8% |