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 5-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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Plan Administrator; Consulting (pensi... | $30,972 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,190 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,527 | $92,090-54.9% | $106,201-60.9% | $77,671-46.5% |
| Participation rate | 42.9% | 81.0%-38.1pp | 75.3%-32.4pp | 70.6%-27.7pp |
| Annual return | 16.02% | 17.89%-1.9pp | 116.26%-100.2pp | 31.21%-15.2pp |
| Employer contribution / active EE | $1,877 | $3,368-44.3% | $3,170-40.8% | $2,726-31.2% |
| Participant deferral / active EE | $3,626 | $5,386-32.7% | $5,012-27.6% | $4,648-22.0% |
| Admin fee / account holder | $139 | $219-36.6% | $11,039-98.7% | $430-67.8% |