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.5 years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Custodial (other than securities); Fl... | $2,141 |
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $1,197 |
CHARLES SCHWAB & CO., INC.5 years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,029 | $61,156-41.1% | $185,823-80.6% | $79,386-54.6% |
| Participation rate | 99.1% | 66.6%+32.4pp | 81.7%+17.4pp | 70.7%+28.4pp |
| Annual return | 17.34% | 19.45%-2.1pp | 122.05%-104.7pp | 116.85%-99.5pp |
| Employer contribution / active EE | $2,296 | $2,321-1.1% | $5,167-55.6% | $2,427-5.4% |
| Participant deferral / active EE | $4,208 | $2,789+50.9% | $5,568-24.4% | $4,046+4.0% |
| Admin fee / account holder | $15 | $710-97.8% | $16,237-99.9% | $626-97.5% |