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 12 · EIN 13-3689044 | Participant communication; Sales load... | $131,121 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $35 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $60,929 | $88,730-31.3% | $82,313-26.0% | $77,958-21.8% |
| Participation rate | 84.3% | 84.5%-0.2pp | 76.9%+7.4pp | 71.6%+12.7pp |
| Annual return | 17.08% | 20.88%-3.8pp | 25.88%-8.8pp | 20.87%-3.8pp |
| Employer contribution / active EE | $1,414 | $2,758-48.7% | $2,428-41.8% | $2,310-38.8% |
| Participant deferral / active EE | $4,275 | $4,634-7.8% | $3,706+15.3% | $3,537+20.9% |
| Admin fee / account holder | $113 | $74+52.4% | $5,608-98.0% | $97+15.8% |