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 |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: INVESTMENT MANAGEMENT ASSOCIAT Service code 26 · EIN 84-0783118 | Advisory (Participants) | $22,938 |
FISHER INVESTMENTS10+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $21,444 |
Service code 26 · EIN 02-0691794 | Advisory (Participants) | $5,926 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $179 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,150 | $50,815+227.0% | $155,509+6.8% | $77,643+114.0% |
| Participation rate | 93.4% | 63.1%+30.3pp | 78.2%+15.2pp | 70.6%+22.8pp |
| Annual return | 13.60% | 34.80%-21.2pp | 64.67%-51.1pp | 31.24%-17.6pp |
| Employer contribution / active EE | $5,853 | $1,993+193.7% | $4,672+25.3% | $2,726+114.7% |
| Participant deferral / active EE | $5,862 | $2,822+107.7% | $5,626+4.2% | $4,647+26.1% |
| Admin fee / account holder | $119 | $437-72.8% | $15,912-99.3% | $430-72.4% |