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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $91,620 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS WEALTH ADVISORS LLC Service code 33 · EIN 43-1815436 | Securities brokerage; Securities brok... | $5,091 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $688 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,342 | $45,000-45.9% | $143,757-83.1% | $77,904-68.8% |
| Participation rate | 92.1% | 66.8%+25.3pp | 80.3%+11.8pp | 73.7%+18.4pp |
| Annual return | -15.38% | 29.03%-44.4pp | -0.04%-15.3pp | 12.21%-27.6pp |
| Employer contribution / active EE | $439 | $1,870-76.5% | $4,951-91.1% | $2,848-84.6% |
| Participant deferral / active EE | $3,445 | $3,157+9.1% | $5,637-38.9% | $4,806-28.3% |
| Admin fee / account holder | $36 | $98-63.2% | $14,673-99.8% | $133-72.7% |