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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $67,898 | $69,362-2.1% | $101,248-32.9% | $73,488-7.6% |
| Participation rate | 46.3% | 68.4%-22.1pp | 75.8%-29.5pp | 70.7%-24.4pp |
| Annual return | 12.12% | 18.46%-6.3pp | 46.47%-34.3pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,456 | $2,628-44.6% | $3,660-60.2% | $2,270-35.9% |
| Participant deferral / active EE | $1,350 | $3,300-59.1% | $4,370-69.1% | $3,740-63.9% |
| Admin fee / account holder | $8 | $704-98.9% | $5,945-99.9% | $513-98.5% |