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.6 years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 94-1737782 211 MAIN STREET, 14TH FLOOR · SAN FRANCISCO, CA 941051965 | Contract Administrator | $24,733 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,938 |
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 | $49,921 | $50,127-0.4% | $149,673-66.6% | $80,160-37.7% |
| Participation rate | 54.9% | 64.3%-9.4pp | 78.8%-23.9pp | 72.9%-18.1pp |
| Annual return | 11.55% | 29.82%-18.3pp | 134.42%-122.9pp | 40.38%-28.8pp |
| Employer contribution / active EE | $966 | $1,865-48.2% | $4,818-79.9% | $2,978-67.6% |
| Participant deferral / active EE | $2,479 | $3,194-22.4% | $5,680-56.4% | $5,017-50.6% |
| Admin fee / account holder | $28 | $153-81.9% | $13,210-99.8% | $145-81.0% |