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.2 years Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 26 · EIN 94-3106735 | Advisory (Participants) | $15,861 |
TRI-AD ACTUARIES, INC.2 years Service code 13 · EIN 95-2887986 | Contract Administrator | $13,720 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON NATIONAL ASSOCIATION Service code 26 · EIN 25-0659306 | Advisory (Participants) | $5,475 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,824 | $101,499+267.3% | $147,005+153.6% | $74,546+400.1% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 14.60% | 8732.34%-8717.7pp | 418.76%-404.2pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $12,181 | $3,811+219.6% | $4,934+146.9% | $2,624+364.1% |
| Participant deferral / active EE | $10,916 | $7,304+49.4% | $8,070+35.3% | $4,347+151.1% |
| Admin fee / account holder | $242 | $1,748-86.2% | $13,006-98.1% | $1,944-87.6% |