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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $19,880 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,766 |
PAI1 year Service code 13 1201 ENTERPIRSE DRIVE · DE PERE, WI 54115 | Contract Administrator | $5,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,955 | $76,670-34.8% | $96,683-48.3% | $71,457-30.1% |
| Participation rate | 57.8% | 66.6%-8.8pp | 74.3%-16.5pp | 67.9%-10.1pp |
| Annual return | 20.06% | 48.29%-28.2pp | 35.69%-15.6pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,920 | $3,031-36.7% | $3,737-48.6% | $2,588-25.8% |
| Participant deferral / active EE | $3,841 | $3,771+1.8% | $4,878-21.3% | $4,289-10.5% |
| Admin fee / account holder | $196 | $2,028-90.3% | $6,730-97.1% | $1,587-87.6% |