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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $20,715 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $11,233 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,260 | $128,603+42.5% | $197,124-7.0% | $67,986+169.6% |
| Participation rate | 94.8% | 81.7%+13.1pp | 86.7%+8.1pp | 57.2%+37.6pp |
| Annual return | 32.27% | 23.77%+8.5pp | 44.34%-12.1pp | 31.67%+0.6pp |
| Employer contribution / active EE | $6,386 | $4,379+45.8% | $6,227+2.5% | $2,019+216.3% |
| Participant deferral / active EE | $13,238 | $6,840+93.5% | $9,135+44.9% | $3,358+294.2% |
| Admin fee / account holder | $128 | $3,035-95.8% | $16,298-99.2% | $3,203-96.0% |