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 |
|---|---|---|
Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,588 | $56,423+150.9% | $77,163+83.5% | $71,457+98.1% |
| Participation rate | 98.1% | 64.3%+33.8pp | 69.6%+28.5pp | 67.9%+30.2pp |
| Annual return | 17.68% | 19.05%-1.4pp | 37.87%-20.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $11,598 | $1,866+521.5% | $2,535+357.5% | $2,588+348.2% |
| Participant deferral / active EE | $10,184 | $3,142+224.2% | $3,833+165.7% | $4,289+137.5% |
| Admin fee / account holder | $17 | $1,429-98.8% | $5,472-99.7% | $1,587-98.9% |