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.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $51,219 |
Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $36,838 |
MCDERMOTT WILL & EMERY LLP4 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $4,039 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,681 | $101,523+44.5% | $141,162+3.9% | $77,787+88.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.8pp |
| Annual return | 22.41% | 56.22%-33.8pp | 71.39%-49.0pp | 32.57%-10.2pp |
| Employer contribution / active EE | $9,074 | $3,341+171.6% | $4,735+91.6% | $2,504+262.3% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $76 | $92-17.5% | $10,261-99.3% | $100-24.5% |