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 7-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 47-0098400 | Direct payment from the plan; Other s... | $30,397 |
Service code 26 · EIN 58-2608124 | Advisory (Participants) | $11,378 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $805 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,370 | $41,078-74.8% | $80,569-87.1% | $71,457-85.5% |
| Participation rate | 75.5% | 50.2%+25.3pp | 67.0%+8.5pp | 67.9%+7.6pp |
| Annual return | 17.32% | 38.45%-21.1pp | 935.43%-918.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,963 | $1,506+30.4% | $2,723-27.9% | $2,588-24.1% |
| Participant deferral / active EE | $2,694 | $2,699-0.2% | $4,447-39.4% | $4,289-37.2% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |