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.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,806 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,600 | $62,127+137.6% | $81,382+81.4% | $74,495+98.1% |
| Participation rate | 99.2% | 64.0%+35.2pp | 69.5%+29.7pp | 67.2%+32.0pp |
| Annual return | 16.47% | 16.48%0pp | 24.73%-8.3pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $6,288 | $1,882+234.1% | $2,463+155.3% | $2,623+139.7% |
| Participant deferral / active EE | $9,567 | $3,229+196.3% | $3,883+146.4% | $4,346+120.1% |
| Admin fee / account holder | $26 | $1,934-98.7% | $5,768-99.5% | $1,942-98.7% |