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 15 · EIN 16-1450952 | Recordkeeping | $6,368 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,662 | $49,915-36.6% | $154,803-79.5% | $74,304-57.4% |
| Participation rate | 96.6% | 54.0%+42.6pp | 78.1%+18.5pp | 60.3%+36.2pp |
| Annual return | 14.79% | 34.06%-19.3pp | 58.88%-44.1pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,476 | $1,611+53.6% | $4,305-42.5% | $2,241+10.5% |
| Participant deferral / active EE | $2,990 | $2,255+32.6% | $5,540-46.0% | $3,767-20.6% |
| Admin fee / account holder | $25 | $2,189-98.9% | $14,329-99.8% | $2,969-99.2% |