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 9-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 | Investment management; Sales loads (f... | $41,135 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $20,240 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,759 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,286 | $65,435+108.3% | $86,677+57.2% | $66,914+103.7% |
| Participation rate | 94.6% | 75.5%+19.2pp | 76.6%+18.0pp | 69.8%+24.8pp |
| Annual return | -11.70% | -10.89%-0.8pp | 35.91%-47.6pp | 1.58%-13.3pp |
| Employer contribution / active EE | $8,913 | $2,153+313.9% | $2,836+214.2% | $2,544+250.3% |
| Participant deferral / active EE | $6,106 | $4,100+48.9% | $4,656+31.2% | $4,237+44.1% |
| Admin fee / account holder | $219 | $642-65.8% | $7,493-97.1% | $593-63.0% |