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 | $18,457 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 59 | Shareholder Servicing | $5,683 |
CHARLES SCHWAB & CO., INC.9+ years 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 | $100,390 | $99,078+1.3% | $96,544+4.0% | $74,419+34.9% |
| Participation rate | 70.6% | 80.7%-10.0pp | 76.0%-5.3pp | 70.7%-0.1pp |
| Annual return | 19.43% | 22.48%-3.1pp | 25.84%-6.4pp | 34.38%-15.0pp |
| Employer contribution / active EE | $1,268 | $2,570-50.7% | $2,965-57.2% | $2,637-51.9% |
| Participant deferral / active EE | $3,767 | $4,933-23.6% | $4,851-22.3% | $4,528-16.8% |
| Admin fee / account holder | $65 | $225-70.9% | $8,252-99.2% | $348-81.2% |