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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,870 |
Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $8,818 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,514 | $76,050-52.0% | $96,544-62.2% | $71,457-48.9% |
| Participation rate | 90.1% | 74.4%+15.6pp | 76.0%+14.1pp | 67.9%+22.1pp |
| Annual return | 20.10% | 22.81%-2.7pp | 25.84%-5.7pp | 28.85%-8.7pp |
| Employer contribution / active EE | $2,865 | $2,244+27.7% | $2,965-3.4% | $2,588+10.7% |
| Participant deferral / active EE | $5,027 | $4,215+19.2% | $4,851+3.6% | $4,289+17.2% |
| Admin fee / account holder | $123 | $2,707-95.5% | $8,252-98.5% | $1,587-92.3% |