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 |
|---|---|---|
Service code 21 · EIN 39-0394950 | Bank Trustee | $40,853 |
CHARLES SCHWAB & CO., INC.3+ 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 | $62,286 | $79,171-21.3% | $102,423-39.2% | $74,495-16.4% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 19.71% | 54.93%-35.2pp | 29.32%-9.6pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $3,420 | $2,362+44.8% | $3,023+13.1% | $2,623+30.4% |
| Participant deferral / active EE | $6,759 | $4,415+53.1% | $5,053+33.8% | $4,346+55.5% |
| Admin fee / account holder | $236 | $2,001-88.2% | $9,451-97.5% | $1,942-87.8% |