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.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,177 |
RANDALL & HURLEY, INC.4 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $3,973 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,823 | $64,119+15.1% | $112,228-34.2% | $66,914+10.3% |
| Participation rate | 93.1% | 68.5%+24.7pp | 75.1%+18.1pp | 69.8%+23.3pp |
| Annual return | -17.10% | -13.81%-3.3pp | 27.45%-44.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $5,387 | $3,005+79.3% | $3,635+48.2% | $2,544+111.7% |
| Participant deferral / active EE | $6,071 | $3,693+64.4% | $4,728+28.4% | $4,237+43.3% |
| Admin fee / account holder | $205 | $625-67.2% | $6,410-96.8% | $593-65.4% |