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 | Direct payment from the plan; Sales l... | $173,018 |
UBS FINANCIAL SERVICES INC6 years Service code 16 · EIN 13-2638166 | Consulting | $33,907 |
THE WHITLOCK COMPANY7+ years Filed as: THE WHITLOCK COMPANY LLP Service code 10 · EIN 43-1365401 | Accounting | $22,050 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,930 | $185,342-59.6% | $111,297-32.7% | $86,799-13.7% |
| Participation rate | 95.5% | 81.0%+14.5pp | 77.3%+18.2pp | 72.3%+23.2pp |
| Annual return | 12.02% | 500.80%-488.8pp | 54.65%-42.6pp | 97.91%-85.9pp |
| Employer contribution / active EE | $1,780 | $2,246-20.7% | $2,731-34.8% | $2,405-26.0% |
| Participant deferral / active EE | $5,426 | $4,458+21.7% | $4,487+20.9% | $4,131+31.3% |
| Admin fee / account holder | $275 | $255+7.7% | $7,964-96.5% | $170+62.2% |