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 5-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 |
|---|---|---|
INVST2 years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $20,851 |
Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $6,047 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,341 | $76,670-56.5% | $96,683-65.5% | $71,457-53.3% |
| Participation rate | 62.8% | 66.6%-3.8pp | 74.3%-11.6pp | 67.9%-5.1pp |
| Annual return | 25.81% | 48.29%-22.5pp | 35.69%-9.9pp | 28.85%-3.0pp |
| Employer contribution / active EE | $2,573 | $3,031-15.1% | $3,737-31.1% | $2,588-0.6% |
| Participant deferral / active EE | $5,077 | $3,771+34.6% | $4,878+4.1% | $4,289+18.4% |
| Admin fee / account holder | $170 | $2,028-91.6% | $6,730-97.5% | $1,587-89.3% |