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 |
|---|---|---|
GENOVESE BURFORD & BROTHERS6+ years Filed as: GENOVESE BURFORD & BROTHERS WE Service code 26 · EIN 45-1546130 | Advisory (Participants) | $22,556 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $758 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $267,159 | $58,879+353.7% | $178,490+49.7% | $73,488+263.5% |
| Participation rate | 99.2% | 66.2%+33.0pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 25.74% | 24.86%+0.9pp | 151.07%-125.3pp | 28.51%-2.8pp |
| Employer contribution / active EE | $9,959 | $2,236+345.4% | $5,011+98.8% | $2,270+338.7% |
| Participant deferral / active EE | $7,030 | $2,567+173.8% | $5,202+35.2% | $3,740+88.0% |
| Admin fee / account holder | $121 | $400-69.8% | $13,984-99.1% | $513-76.4% |