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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 | $52,013 |
CLAYTON FINANCIAL GROUP, LLC2 years Filed as: CLAYTON FINANCIAL GROUP Service code 27 · EIN 47-3829020 | Advisory (Plan) | $23,904 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,568 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,541 | $81,908-50.5% | $90,749-55.3% | $64,808-37.4% |
| Participation rate | 89.5% | 80.5%+9.1pp | 75.7%+13.8pp | 71.5%+18.1pp |
| Annual return | -1.81% | -12.53%+10.7pp | -12.16%+10.4pp | 32.82%-34.6pp |
| Employer contribution / active EE | $837 | $3,065-72.7% | $2,921-71.3% | $2,506-66.6% |
| Participant deferral / active EE | $2,985 | $4,840-38.3% | $4,564-34.6% | $4,310-30.7% |
| Admin fee / account holder | $182 | $157+15.6% | $8,445-97.8% | $188-3.3% |