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 | $36,860 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,337 | $86,944-11.0% | $107,525-28.1% | $74,304+4.1% |
| Participation rate | 66.7% | 59.6%+7.1pp | 75.1%-8.4pp | 60.3%+6.3pp |
| Annual return | 16.05% | 23.52%-7.5pp | 181.32%-165.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $884 | $2,757-67.9% | $3,754-76.4% | $2,241-60.6% |
| Participant deferral / active EE | $5,386 | $3,554+51.6% | $5,116+5.3% | $3,767+43.0% |
| Admin fee / account holder | $297 | $3,727-92.0% | $8,919-96.7% | $2,969-90.0% |