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 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,164 | $47,126+12.8% | $149,673-64.5% | $74,419-28.6% |
| Participation rate | 75.4% | 63.4%+12.0pp | 78.8%-3.4pp | 70.7%+4.7pp |
| Annual return | 12.25% | 22.75%-10.5pp | 134.42%-122.2pp | 34.38%-22.1pp |
| Employer contribution / active EE | $1,777 | $1,905-6.8% | $4,818-63.1% | $2,637-32.6% |
| Participant deferral / active EE | $2,843 | $2,728+4.2% | $5,680-49.9% | $4,528-37.2% |
| Admin fee / account holder | $9 | $343-97.4% | $13,210-99.9% | $348-97.5% |