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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,486 | $84,936-18.2% | $111,297-37.6% | $79,386-12.5% |
| Participation rate | 84.4% | 75.9%+8.6pp | 77.3%+7.1pp | 70.7%+13.7pp |
| Annual return | 12.85% | 17.45%-4.6pp | 54.65%-41.8pp | 116.85%-104.0pp |
| Employer contribution / active EE | $4,098 | $1,979+107.1% | $2,731+50.1% | $2,427+68.8% |
| Participant deferral / active EE | $659 | $3,888-83.1% | $4,487-85.3% | $4,046-83.7% |
| Admin fee / account holder | $11 | $537-97.9% | $7,964-99.9% | $626-98.2% |