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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Participant communication; Account ma... | $25,124 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,972 |
CHARLES SCHWAB & CO., INC.2 years 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 | $40,473 | $129,021-68.6% | $184,203-78.0% | $77,643-47.9% |
| Participation rate | 96.0% | 87.3%+8.6pp | 86.8%+9.2pp | 70.6%+25.4pp |
| Annual return | 16.52% | 33.27%-16.8pp | 28.81%-12.3pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,434 | $4,413-44.8% | $6,427-62.1% | $2,726-10.7% |
| Participant deferral / active EE | $5,891 | $7,297-19.3% | $9,131-35.5% | $4,647+26.8% |
| Admin fee / account holder | $54 | $254-78.7% | $13,901-99.6% | $430-87.4% |