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 |
|---|---|---|
ALPHAPOINT, INC.3 years Filed as: ALPHAPOINT INC Service code 28 · EIN 14-1884337 | Investment Management | $7,500 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $514,704 | $100,801+410.6% | $149,696+243.8% | $73,409+601.1% |
| Participation rate | 85.1% | 77.7%+7.4pp | 82.5%+2.6pp | 72.2%+12.9pp |
| Annual return | 16.22% | 265.34%-249.1pp | 276.60%-260.4pp | 59.29%-43.1pp |
| Employer contribution / active EE | $16,844 | $3,312+408.6% | $4,644+262.7% | $2,234+654.1% |
| Participant deferral / active EE | $9,338 | $6,404+45.8% | $6,842+36.5% | $3,805+145.4% |
| Admin fee / account holder | $25 | $181-86.2% | $9,309-99.7% | $158-84.2% |