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 | $12,679 |
ENTERPRISE BANK & TRUST5 years Service code 27 · EIN 43-1706259 | Advisory (Plan) | $10,671 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,236 |
CHARLES SCHWAB & CO., INC.6 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,079 | $92,055+22.8% | $106,213+6.5% | $77,643+45.6% |
| Participation rate | 36.7% | 81.0%-44.3pp | 75.3%-38.6pp | 70.6%-33.9pp |
| Annual return | 16.83% | 17.91%-1.1pp | 116.14%-99.3pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,513 | $3,367-55.1% | $3,171-52.3% | $2,726-44.5% |
| Participant deferral / active EE | $3,354 | $5,386-37.7% | $5,016-33.1% | $4,647-27.8% |
| Admin fee / account holder | $128 | $219-41.7% | $11,033-98.8% | $430-70.4% |