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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 7-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 | $4,636 |
CHARLES SCHWAB & CO., INC.2 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,346 | $86,286-86.9% | $111,297-89.8% | $85,850-86.8% |
| Participation rate | 41.8% | 73.3%-31.6pp | 77.3%-35.6pp | 69.3%-27.6pp |
| Annual return | 16.37% | 19.99%-3.6pp | 54.65%-38.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $743 | $2,043-63.6% | $2,731-72.8% | $2,565-71.0% |
| Participant deferral / active EE | $1,979 | $3,641-45.7% | $4,487-55.9% | $3,952-49.9% |
| Admin fee / account holder | $124 | $8,188-98.5% | $7,964-98.4% | $6,260-98.0% |