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 9-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $2,167 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,974 | $44,425-64.0% | $67,834-76.5% | $55,167-71.0% |
| Participation rate | 99.1% | 59.7%+39.4pp | 68.8%+30.3pp | 69.0%+30.1pp |
| Annual return | 0.00% | 17.80%-17.8pp | 138.47%-138.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $9,643 | $1,351+613.6% | $2,403+301.2% | $1,963+391.4% |
| Participant deferral / active EE | $5,743 | $2,166+165.2% | $3,160+81.8% | $3,054+88.0% |
| Admin fee / account holder | $34 | $530-93.7% | $4,622-99.3% | $504-93.3% |