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 4-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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,071 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $14 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,039 | $101,317-14.1% | $146,958-40.8% | $74,495+16.8% |
| Participation rate | 74.6% | 75.5%-1.0pp | 82.2%-7.6pp | 67.2%+7.4pp |
| Annual return | 13.27% | 8730.91%-8717.6pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,371 | $3,810-37.8% | $4,933-51.9% | $2,623-9.6% |
| Participant deferral / active EE | $8,351 | $7,303+14.4% | $8,070+3.5% | $4,346+92.2% |
| Admin fee / account holder | $188 | $1,739-89.2% | $12,998-98.6% | $1,942-90.3% |