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 4-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: FIRST BUINESS TRUST & INVESTMENTS Service code 21 · EIN 39-0394950 | Bank Trustee | $16,288 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,441 | $65,435-47.4% | $86,677-60.3% | $66,914-48.5% |
| Participation rate | 98.4% | 75.5%+23.0pp | 76.6%+21.9pp | 69.8%+28.6pp |
| Annual return | -10.74% | -10.89%+0.1pp | 35.91%-46.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $2,789 | $2,153+29.5% | $2,836-1.7% | $2,544+9.6% |
| Participant deferral / active EE | $5,791 | $4,100+41.2% | $4,656+24.4% | $4,237+36.7% |
| Admin fee / account holder | $112 | $642-82.5% | $7,493-98.5% | $593-81.1% |