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.4+ years Filed as: CHARLES SCHWAB Service code 21 · EIN 94-1737782 | Bank Trustee | $30,396 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,175 | $75,388+100.5% | $123,544+22.4% | $55,725+171.3% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.3%+17.0pp | 70.9%+28.4pp |
| Annual return | 34.23% | 4.48%+29.8pp | 119.20%-85.0pp | 244.93%-210.7pp |
| Employer contribution / active EE | $6,631 | $3,063+116.5% | $4,628+43.3% | $2,078+219.1% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $111 | $120-7.5% | $9,284-98.8% | $115-3.8% |