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 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 |
|---|---|---|
INVST3 years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $85,892 |
Service code 12 · EIN 47-0098400 | Consulting (pension); Recordkeeping f... | $57,091 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,026 |
Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,710 | $103,918-57.9% | $94,646-53.8% | $80,160-45.5% |
| Participation rate | 55.5% | 85.8%-30.3pp | 80.8%-25.3pp | 72.9%-17.4pp |
| Annual return | 19.96% | 27.77%-7.8pp | 156.71%-136.7pp | 40.38%-20.4pp |
| Employer contribution / active EE | $1,979 | $3,539-44.1% | $3,672-46.1% | $2,978-33.5% |
| Participant deferral / active EE | $3,139 | $9,528-67.1% | $7,418-57.7% | $5,017-37.4% |
| Admin fee / account holder | $157 | $96+63.2% | $7,231-97.8% | $145+8.6% |