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.4 years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 94-1737782 211 MAIN STREET, 14TH FLOOR · SAN FRANCISCO, CA 941051965 | Contract Administrator | $18,285 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,717 |
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 | $45,988 | $67,512-31.9% | $185,823-75.3% | $93,030-50.6% |
| Participation rate | 54.1% | 67.1%-13.1pp | 81.7%-27.6pp | 73.9%-19.8pp |
| Annual return | 10.82% | 21.04%-10.2pp | 122.05%-111.2pp | 158.70%-147.9pp |
| Employer contribution / active EE | $942 | $1,783-47.2% | $5,167-81.8% | $2,706-65.2% |
| Participant deferral / active EE | $2,345 | $3,035-22.7% | $5,568-57.9% | $4,562-48.6% |
| Admin fee / account holder | $21 | $318-93.2% | $16,237-99.9% | $152-85.8% |