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.10+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $36,911 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $13,534 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,968 | $129,095+23.9% | $184,200-13.2% | $77,671+106.0% |
| Participation rate | 86.0% | 87.3%-1.3pp | 86.8%-0.8pp | 70.6%+15.4pp |
| Annual return | 14.49% | 33.29%-18.8pp | 28.80%-14.3pp | 31.21%-16.7pp |
| Employer contribution / active EE | $4,106 | $4,410-6.9% | $6,424-36.1% | $2,726+50.6% |
| Participant deferral / active EE | $12,584 | $7,300+72.4% | $9,132+37.8% | $4,648+170.7% |
| Admin fee / account holder | $31 | $256-87.7% | $13,907-99.8% | $430-92.7% |