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 |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT ASSOCIAT Service code 26 · EIN 84-0783118 | Advisory (Participants) | $20,011 |
FISHER INVESTMENTS9+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $16,501 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $391 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,945 | $47,126+216.1% | $149,673-0.5% | $74,419+100.1% |
| Participation rate | 96.5% | 63.4%+33.1pp | 78.8%+17.7pp | 70.7%+25.7pp |
| Annual return | 16.72% | 22.75%-6.0pp | 134.42%-117.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $5,944 | $1,905+212.0% | $4,818+23.4% | $2,637+125.4% |
| Participant deferral / active EE | $5,861 | $2,728+114.9% | $5,680+3.2% | $4,528+29.4% |
| Admin fee / account holder | $102 | $343-70.3% | $13,210-99.2% | $348-70.7% |