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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 2ND AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $25,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,323 | $64,119-40.2% | $112,228-65.9% | $66,914-42.7% |
| Participation rate | 60.5% | 68.5%-8.0pp | 75.1%-14.6pp | 69.8%-9.4pp |
| Annual return | -18.20% | -13.81%-4.4pp | 27.45%-45.7pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,223 | $3,005-26.0% | $3,635-38.8% | $2,544-12.6% |
| Participant deferral / active EE | $4,329 | $3,693+17.2% | $4,728-8.4% | $4,237+2.2% |
| Admin fee / account holder | $187 | $625-70.1% | $6,410-97.1% | $593-68.4% |