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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $46,035 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD INVESTMENT CORP Service code 19 · EIN 36-2708660 | Securities Custodian | $39,663 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13,533 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $1,047 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,067 | $129,021+76.0% | $184,203+23.3% | $77,643+192.5% |
| Participation rate | 98.7% | 87.3%+11.3pp | 86.8%+11.8pp | 70.6%+28.1pp |
| Annual return | 19.01% | 33.27%-14.3pp | 28.81%-9.8pp | 31.24%-12.2pp |
| Employer contribution / active EE | $186 | $4,413-95.8% | $6,427-97.1% | $2,726-93.2% |
| Participant deferral / active EE | $16,539 | $7,297+126.6% | $9,131+81.1% | $4,647+255.9% |
| Admin fee / account holder | $97 | $254-62.0% | $13,901-99.3% | $430-77.6% |