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.6 years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Float revenue; Shareholder servicing ... | $1,618 |
USI CONSULTING GROUP5 years Service code 15 · EIN 06-1053228 | Recordkeeping | $1,550 |
CHARLES SCHWAB & CO., INC.6 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 | $31,024 | $65,061-52.3% | $143,757-78.4% | $66,914-53.6% |
| Participation rate | 99.1% | 65.2%+33.9pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -16.81% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,389 | $2,361+43.6% | $4,951-31.5% | $2,544+33.2% |
| Participant deferral / active EE | $4,768 | $2,919+63.4% | $5,637-15.4% | $4,237+12.5% |
| Admin fee / account holder | $14 | $502-97.2% | $14,673-99.9% | $593-97.7% |