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.3 years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 94-1737782 211 MAIN STREET, 14TH FLOOR · SAN FRANCISCO, CA 941051965 | Contract Administrator | $12,151 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,457 | $56,095-27.9% | $178,490-77.3% | $90,288-55.2% |
| Participation rate | 52.2% | 65.6%-13.4pp | 81.9%-29.7pp | 73.4%-21.2pp |
| Annual return | 9.89% | 28.81%-18.9pp | 151.07%-141.2pp | 53.97%-44.1pp |
| Employer contribution / active EE | $819 | $1,572-47.9% | $5,011-83.7% | $2,524-67.6% |
| Participant deferral / active EE | $2,104 | $2,669-21.1% | $5,202-59.5% | $4,232-50.3% |
| Admin fee / account holder | $13 | $101-86.9% | $13,984-99.9% | $114-88.5% |