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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,226 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $49 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,392 | $79,013+139.7% | $100,391+88.7% | $74,495+154.2% |
| Participation rate | 88.8% | 79.5%+9.3pp | 81.5%+7.3pp | 67.2%+21.6pp |
| Annual return | 15.65% | 20.41%-4.8pp | 49.20%-33.6pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $6,032 | $3,021+99.6% | $3,942+53.0% | $2,623+130.0% |
| Participant deferral / active EE | $12,070 | $7,760+55.5% | $8,082+49.4% | $4,346+177.7% |
| Admin fee / account holder | $18 | $1,320-98.6% | $7,899-99.8% | $1,942-99.1% |