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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $22,037 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $374 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,172 | $65,061+195.4% | $143,757+33.7% | $66,914+187.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -21.62% | -11.14%-10.5pp | -0.04%-21.6pp | 1.58%-23.2pp |
| Employer contribution / active EE | $9,238 | $2,361+291.3% | $4,951+86.6% | $2,544+263.1% |
| Participant deferral / active EE | $7,037 | $2,919+141.1% | $5,637+24.8% | $4,237+66.1% |
| Admin fee / account holder | $111 | $502-77.8% | $14,673-99.2% | $593-81.2% |