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 21 · EIN 39-0394950 | Bank Trustee | $43,695 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,799 | $80,724-11.1% | $103,333-30.5% | $74,495-3.6% |
| Participation rate | 86.6% | 65.7%+20.9pp | 74.5%+12.1pp | 67.2%+19.4pp |
| Annual return | 15.77% | 27.56%-11.8pp | 24.88%-9.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $744 | $3,157-76.4% | $3,868-80.8% | $2,623-71.7% |
| Participant deferral / active EE | $3,952 | $3,860+2.4% | $5,057-21.9% | $4,346-9.1% |
| Admin fee / account holder | $330 | $2,368-86.1% | $8,355-96.1% | $1,942-83.0% |