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 5-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 |
|---|---|---|
INVST3 years Service code 27 · EIN 81-1661697 | Advisory (Plan) | $39,400 |
AMERITAS LIFE INSURANCE CORP2 years Service code 13 · EIN 47-0098400 | Contract Administrator | $17,016 |
Filed as: CAHRLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,031 | $80,724-40.5% | $103,333-53.5% | $74,495-35.5% |
| Participation rate | 65.8% | 65.7%+0.1pp | 74.5%-8.7pp | 67.2%-1.4pp |
| Annual return | 15.86% | 27.56%-11.7pp | 24.88%-9.0pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,859 | $3,157-9.5% | $3,868-26.1% | $2,623+9.0% |
| Participant deferral / active EE | $5,754 | $3,860+49.1% | $5,057+13.8% | $4,346+32.4% |
| Admin fee / account holder | $378 | $2,368-84.0% | $8,355-95.5% | $1,942-80.5% |