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 | $48,908 |
CHARLES SCHWAB & CO., INC.4+ 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 | $65,398 | $87,870-25.6% | $113,168-42.2% | $74,304-12.0% |
| Participation rate | 98.1% | 70.7%+27.4pp | 76.6%+21.5pp | 60.3%+37.8pp |
| Annual return | 15.93% | 26.44%-10.5pp | 24.27%-8.3pp | 29.43%-13.5pp |
| Employer contribution / active EE | $3,403 | $2,277+49.4% | $2,975+14.4% | $2,241+51.8% |
| Participant deferral / active EE | $6,554 | $4,241+54.5% | $5,107+28.3% | $3,767+74.0% |
| Admin fee / account holder | $275 | $3,368-91.8% | $12,068-97.7% | $2,969-90.7% |