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 6-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 15 · EIN 16-1450952 | Recordkeeping | $22,491 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $3,905 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,266 | $56,423-41.0% | $77,163-56.9% | $71,457-53.4% |
| Participation rate | 95.5% | 64.3%+31.1pp | 69.6%+25.9pp | 67.9%+27.5pp |
| Annual return | 23.20% | 19.05%+4.2pp | 37.87%-14.7pp | 28.85%-5.6pp |
| Employer contribution / active EE | $2,834 | $1,866+51.9% | $2,535+11.8% | $2,588+9.5% |
| Participant deferral / active EE | $4,960 | $3,142+57.9% | $3,833+29.4% | $4,289+15.7% |
| Admin fee / account holder | $101 | $1,429-92.9% | $5,472-98.1% | $1,587-93.6% |