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 |
|---|---|---|
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $47,882 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $30,000 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,309 | $122,239+234.8% | $184,203+122.2% | $74,495+449.4% |
| Participation rate | 87.6% | 85.5%+2.1pp | 86.8%+0.8pp | 67.2%+20.4pp |
| Annual return | 15.68% | 19.95%-4.3pp | 28.81%-13.1pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $15,884 | $4,537+250.1% | $6,427+147.1% | $2,623+505.6% |
| Participant deferral / active EE | $12,740 | $7,139+78.5% | $9,131+39.5% | $4,346+193.2% |
| Admin fee / account holder | $321 | $1,260-74.5% | $13,901-97.7% | $1,942-83.4% |