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.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $97,923 |
Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $46,212 |
CHARLES SCHWAB & CO., INC.7+ 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 | $194,158 | $120,450+61.2% | $159,436+21.8% | $93,030+108.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 82.8%+17.2pp | 73.9%+26.1pp |
| Annual return | 31.29% | 27.11%+4.2pp | 263.57%-232.3pp | 158.70%-127.4pp |
| Employer contribution / active EE | $11,518 | $3,526+226.7% | $4,829+138.5% | $2,706+325.7% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $94 | $137-31.1% | $10,799-99.1% | $152-37.9% |