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 16-1450952 | Recordkeeping | $48,054 |
ENTERPRISE BANK & TRUST5 years Service code 27 · EIN 43-1706259 | Advisory (Plan) | $24,152 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,956 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,590 | $50,815-20.1% | $155,509-73.9% | $77,643-47.7% |
| Participation rate | 79.3% | 63.1%+16.2pp | 78.2%+1.1pp | 70.6%+8.7pp |
| Annual return | 15.63% | 34.80%-19.2pp | 64.67%-49.0pp | 31.24%-15.6pp |
| Employer contribution / active EE | $768 | $1,993-61.5% | $4,672-83.6% | $2,726-71.8% |
| Participant deferral / active EE | $4,086 | $2,822+44.8% | $5,626-27.4% | $4,647-12.1% |
| Admin fee / account holder | $252 | $437-42.2% | $15,912-98.4% | $430-41.3% |