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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $29,921 |
Service code 26 · EIN 58-2608124 | Advisory (Participants) | $13,084 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,100 | $57,016-68.3% | $84,966-78.7% | $80,856-77.6% |
| Participation rate | 59.0% | 56.3%+2.6pp | 67.5%-8.5pp | 67.6%-8.7pp |
| Annual return | 9.70% | 21.66%-12.0pp | 66.38%-56.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $881 | $1,798-51.0% | $2,727-67.7% | $2,755-68.0% |
| Participant deferral / active EE | $1,229 | $3,110-60.5% | $4,519-72.8% | $4,296-71.4% |
| Admin fee / account holder | $235 | $4,980-95.3% | $6,149-96.2% | $6,918-96.6% |