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 | $14,597 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,366 |
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $2,596 |
CHARLES SCHWAB & CO., INC.3 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 | $58,694 | $66,528-11.8% | $86,874-32.4% | $86,799-32.4% |
| Participation rate | 68.1% | 72.4%-4.3pp | 71.6%-3.5pp | 72.3%-4.2pp |
| Annual return | 14.25% | 19.56%-5.3pp | 63.52%-49.3pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,785 | $2,007-11.1% | $2,495-28.5% | $2,405-25.8% |
| Participant deferral / active EE | $3,152 | $3,240-2.7% | $3,699-14.8% | $4,131-23.7% |
| Admin fee / account holder | $57 | $148-61.4% | $5,828-99.0% | $170-66.3% |