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 |
|---|---|---|
TRI-AD ACTUARIES, INC.6+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $1,020 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,552 | $136,307-29.2% | $177,821-45.7% | $73,488+31.4% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.7%+11.7pp | 70.7%+28.7pp |
| Annual return | 12.61% | 18.68%-6.1pp | 48.32%-35.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $3,175 | $3,712-14.5% | $5,918-46.4% | $2,270+39.9% |
| Participant deferral / active EE | $8,065 | $5,829+38.4% | $7,714+4.6% | $3,740+115.7% |
| Admin fee / account holder | $4 | $596-99.3% | $12,427-100.0% | $513-99.1% |