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.2 years Filed as: CHARLES SCHWAB CORPORATION Service code 28 · EIN 94-3025021 | Investment Management | $280,839 |
KATZ, SAPPER & MILLER6+ years Service code 10 · EIN 35-1090346 | Accounting | $33,500 |
PARAMOUNT HEALTH6+ years Service code 10 · EIN 48-4748860 | Accounting | $24,000 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $22,000 |
ALATEK6+ years Service code 16 · EIN 62-1782185 | Consulting | $11,625 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 9.71% | 10.88%-1.2pp | 10.57%-0.9pp | 12.86%-3.1pp |
| Employer contribution / active EE | $3,493 | $18,143-80.7% | $29,483-88.2% | $13,687-74.5% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |