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.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $118,820 |
Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $46,937 |
CHARLES SCHWAB & CO., INC.8+ 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 | $199,444 | $95,388+109.1% | $125,339+59.1% | $77,904+156.0% |
| Participation rate | 99.9% | 78.6%+21.3pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | 17.18% | 116.19%-99.0pp | 572.05%-554.9pp | 12.21%+5.0pp |
| Employer contribution / active EE | $11,158 | $3,666+204.3% | $4,814+131.8% | $2,848+291.8% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $94 | $119-21.2% | $10,010-99.1% | $133-29.3% |