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: CHARLES SCHWAB Service code 21 · EIN 94-1737782 | Bank Trustee | $28,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,298 | $80,753+70.0% | $136,294+0.7% | $62,292+120.4% |
| Participation rate | 99.6% | 73.5%+26.0pp | 81.9%+17.6pp | 69.5%+30.0pp |
| Annual return | 27.42% | 35.83%-8.4pp | 5155.94%-5128.5pp | 28.90%-1.5pp |
| Employer contribution / active EE | $4,718 | $2,884+63.6% | $4,695+0.5% | $2,042+131.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $122 | $525-76.7% | $9,243-98.7% | $479-74.5% |