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 | Claims processing; Float revenue; Rec... | $11,147 |
Service code 16 · EIN 20-8874282 | Consulting | $5,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $150 |
NATIONAL FINANCIAL SERVICES2 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 | $22,519 | $60,776-62.9% | $85,682-73.7% | $79,386-71.6% |
| Participation rate | 95.8% | 62.1%+33.7pp | 69.9%+25.9pp | 70.7%+25.0pp |
| Annual return | 11.83% | 16.57%-4.7pp | 21.49%-9.7pp | 116.85%-105.0pp |
| Employer contribution / active EE | $1,343 | $1,663-19.3% | $2,618-48.7% | $2,427-44.7% |
| Participant deferral / active EE | $2,609 | $2,919-10.6% | $3,923-33.5% | $4,046-35.5% |
| Admin fee / account holder | $61 | $438-86.1% | $6,873-99.1% | $626-90.2% |