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 13-3689044 | Shareholder servicing fees; Finders' ... | $142,993 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $624 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,621 | $99,078-13.6% | $96,544-11.3% | $74,419+15.1% |
| Participation rate | 88.1% | 80.7%+7.5pp | 76.0%+12.2pp | 70.7%+17.4pp |
| Annual return | 25.14% | 22.48%+2.7pp | 25.84%-0.7pp | 34.38%-9.2pp |
| Employer contribution / active EE | $5,131 | $2,570+99.6% | $2,965+73.1% | $2,637+94.6% |
| Participant deferral / active EE | $8,289 | $4,933+68.0% | $4,851+70.9% | $4,528+83.1% |
| Admin fee / account holder | $120 | $225-46.4% | $8,252-98.5% | $348-65.4% |