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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $55,725 |
Filed as: CHARLES SCHWAB & CO INC Service code 33 | Securities brokerage; Securities brok... | $0 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,562 | $130,194-45.8% | $169,993-58.5% | $71,457-1.3% |
| Participation rate | 78.1% | 86.1%-8.1pp | 87.0%-8.9pp | 67.9%+10.2pp |
| Annual return | 17.77% | 20.37%-2.6pp | 53.37%-35.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,507 | $4,381-42.8% | $6,785-63.0% | $2,588-3.1% |
| Participant deferral / active EE | $4,238 | $6,923-38.8% | $10,408-59.3% | $4,289-1.2% |
| Admin fee / account holder | $193 | $966-80.0% | $12,815-98.5% | $1,587-87.9% |