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 3-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 |
|---|---|---|
DORSETT, CHRISTOPHER ROBERT1+ years Service code 28 · EIN 53-4889237 | Investment Management | $10,949 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $9 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,822 | $95,274+210.5% | $135,903+117.7% | $74,419+297.5% |
| Participation rate | 59.7% | 78.2%-18.5pp | 81.9%-22.2pp | 70.7%-11.1pp |
| Annual return | 0.00% | 32.77%-32.8pp | 68.23%-68.2pp | 34.38%-34.4pp |
| Employer contribution / active EE | $11,076 | $3,874+185.9% | $4,856+128.1% | $2,637+320.0% |
| Participant deferral / active EE | $6,121 | $7,782-21.3% | $7,758-21.1% | $4,528+35.2% |
| Admin fee / account holder | $37 | $266-86.1% | $10,762-99.7% | $348-89.4% |