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 7-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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,276 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $697 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,516 | $59,417-55.4% | $93,606-71.7% | $74,495-64.4% |
| Participation rate | 87.0% | 59.7%+27.3pp | 68.7%+18.2pp | 67.2%+19.8pp |
| Annual return | 21.03% | 81.83%-60.8pp | 133.20%-112.2pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $1,627 | $1,264+28.7% | $2,420-32.8% | $2,623-38.0% |
| Participant deferral / active EE | $5,309 | $3,050+74.1% | $4,411+20.4% | $4,346+22.2% |
| Admin fee / account holder | $64 | $3,021-97.9% | $8,285-99.2% | $1,942-96.7% |