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 15 · EIN 13-3689044 | Recordkeeping | $37,505 |
Filed as: INTERNATIONAL ASSETS ADVISORY, LLC Service code 27 · EIN 59-3734291 | Advisory (Plan) | $30,761 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $19,913 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,188 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,850 | $88,083+44.0% | $164,813-23.0% | $74,495+70.3% |
| Participation rate | 69.7% | 73.0%-3.3pp | 78.6%-8.9pp | 67.2%+2.5pp |
| Annual return | 10.12% | 17.26%-7.1pp | 69.93%-59.8pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,514 | $2,593-41.6% | $4,341-65.1% | $2,623-42.3% |
| Participant deferral / active EE | $5,019 | $4,498+11.6% | $6,031-16.8% | $4,346+15.5% |
| Admin fee / account holder | $639 | $2,234-71.4% | $12,690-95.0% | $1,942-67.1% |