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.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,551 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $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 | $46,070 | $65,592-29.8% | $90,160-48.9% | $69,631-33.8% |
| Participation rate | 97.4% | 77.6%+19.8pp | 76.9%+20.5pp | 70.7%+26.7pp |
| Annual return | 22.35% | 57.10%-34.7pp | 34.88%-12.5pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $3,385 | $2,193+54.3% | $3,318+2.0% | $2,032+66.6% |
| Participant deferral / active EE | $7,622 | $5,257+45.0% | $5,288+44.2% | $3,224+136.4% |
| Admin fee / account holder | $269 | $86+214.3% | $5,943-95.5% | $110+143.8% |