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 |
|---|---|---|
SOUND FINANCIAL SOLUTIONS INC5+ years Service code 27 · EIN 22-3436692 | Advisory (Plan) | $130,437 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $15,953 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $15 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,470 | $41,617+40.5% | $84,611-30.9% | $77,787-24.8% |
| Participation rate | 42.4% | 45.0%-2.6pp | 68.2%-25.8pp | 73.2%-30.8pp |
| Annual return | 37.93% | 24.97%+13.0pp | 258.74%-220.8pp | 32.57%+5.4pp |
| Employer contribution / active EE | $826 | $1,061-22.1% | $2,652-68.8% | $2,504-67.0% |
| Participant deferral / active EE | $2,450 | $2,129+15.1% | $3,899-37.2% | $3,967-38.3% |
| Admin fee / account holder | $192 | $121+58.4% | $4,912-96.1% | $100+91.5% |