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 | $13,360 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,837 |
ENTERPRISE BANK & TRUST1 year Service code 27 · EIN 43-1706259 | Advisory (Plan) | $5,543 |
CHARLES SCHWAB & CO., INC.2 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 | $89,844 | $79,519+13.0% | $95,952-6.4% | $73,409+22.4% |
| Participation rate | 40.6% | 81.2%-40.6pp | 77.1%-36.5pp | 72.2%-31.6pp |
| Annual return | 19.80% | 19.20%+0.6pp | 91.61%-71.8pp | 59.29%-39.5pp |
| Employer contribution / active EE | $1,430 | $2,048-30.2% | $2,541-43.7% | $2,234-36.0% |
| Participant deferral / active EE | $3,098 | $4,138-25.1% | $4,167-25.6% | $3,805-18.6% |
| Admin fee / account holder | $113 | $184-39.0% | $6,795-98.3% | $158-28.7% |