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.9+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $35 |
Employer 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 | $45,680 | $76,670-40.4% | $96,683-52.8% | $71,457-36.1% |
| Participation rate | 73.4% | 66.6%+6.9pp | 74.3%-0.9pp | 67.9%+5.5pp |
| Annual return | 14.99% | 48.29%-33.3pp | 35.69%-20.7pp | 28.85%-13.9pp |
| Employer contribution / active EE | $450 | $3,031-85.2% | $3,737-88.0% | $2,588-82.6% |
| Participant deferral / active EE | $1,854 | $3,771-50.8% | $4,878-62.0% | $4,289-56.8% |
| Admin fee / account holder | $52 | $2,028-97.4% | $6,730-99.2% | $1,587-96.7% |