See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC9 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $20,165 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $2,819 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $30 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,496 | $29,548-54.3% | $56,411-76.1% | $77,643-82.6% |
| Participation rate | 100.0% | 32.7%+67.3pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 11.10% | 19.01%-7.9pp | 1701.33%-1690.2pp | 31.24%-20.1pp |
| Employer contribution / active EE | $2,431 | $568+328.2% | $1,039+134.0% | $2,726-10.8% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,952-100.0% | $4,647-100.0% |
| Admin fee / account holder | $59 | $1,046-94.3% | $2,829-97.9% | $430-86.2% |