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 12 · EIN 47-0098400 | Participant communication; Other serv... | $32,088 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,467 |
Service code 19 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,096 | $100,227-67.0% | $169,993-80.5% | $74,419-55.5% |
| Participation rate | 95.0% | 87.3%+7.6pp | 87.0%+8.0pp | 70.7%+24.2pp |
| Annual return | 20.97% | 66.08%-45.1pp | 53.37%-32.4pp | 34.38%-13.4pp |
| Employer contribution / active EE | $2,156 | $4,263-49.4% | $6,785-68.2% | $2,637-18.2% |
| Participant deferral / active EE | $5,223 | $7,143-26.9% | $10,408-49.8% | $4,528+15.4% |
| Admin fee / account holder | $67 | $234-71.4% | $12,815-99.5% | $348-80.7% |