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.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $49,521 |
Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $47,737 |
CHARLES SCHWAB & CO., INC.6+ 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 | $169,851 | $127,481+33.2% | $149,696+13.5% | $90,288+88.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 22.04% | 57.78%-35.7pp | 276.60%-254.6pp | 53.97%-31.9pp |
| Employer contribution / active EE | $10,702 | $3,448+210.4% | $4,644+130.4% | $2,524+324.0% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $74 | $152-51.4% | $9,309-99.2% | $114-35.4% |