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.4 years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Float revenue; Shareholder servicing ... | $2,245 |
USI CONSULTING GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $524 |
CHARLES SCHWAB & CO., INC.4 years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,229 | $91,190-62.5% | $178,490-80.8% | $79,858-57.1% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.8pp | 69.6%+28.1pp |
| Annual return | 18.72% | 24.19%-5.5pp | 151.07%-132.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,385 | $3,256-26.8% | $5,011-52.4% | $2,471-3.5% |
| Participant deferral / active EE | $4,099 | $3,236+26.7% | $5,202-21.2% | $3,740+9.6% |
| Admin fee / account holder | $18 | $6,751-99.7% | $13,984-99.9% | $5,306-99.7% |