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 Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,054 |
CHERNOFF DIAMOND & CO., LLC5+ years Service code 11 · EIN 11-2836994 | Actuarial | $4,535 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $4,142 |
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 | $117,705 | $86,332+36.3% | $125,175-6.0% | $65,185+80.6% |
| Participation rate | 99.2% | 75.3%+23.8pp | 79.8%+19.4pp | 70.2%+29.0pp |
| Annual return | 32.91% | 27.43%+5.5pp | 43.79%-10.9pp | 29.38%+3.5pp |
| Employer contribution / active EE | $5,530 | $2,040+171.1% | $3,865+43.1% | $2,177+154.1% |
| Participant deferral / active EE | $4,660 | $3,537+31.7% | $4,937-5.6% | $3,514+32.6% |
| Admin fee / account holder | $28 | $609-95.4% | $9,702-99.7% | $847-96.7% |