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 | $132,049+38.8% | $200,582-8.6% | $74,304+146.6% |
| Participation rate | 94.8% | 84.1%+10.7pp | 86.9%+7.9pp | 60.3%+34.5pp |
| Annual return | 32.27% | 22.22%+10.1pp | 42.33%-10.1pp | 29.43%+2.8pp |
| Employer contribution / active EE | $6,386 | $4,558+40.1% | $6,419-0.5% | $2,241+184.9% |
| Participant deferral / active EE | $13,238 | $7,213+83.5% | $9,331+41.9% | $3,767+251.4% |
| Admin fee / account holder | $128 | $2,405-94.7% | $16,305-99.2% | $2,969-95.7% |