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 4-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 21 · EIN 39-0394950 | Bank Trustee | $27,195 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $53,245 | $76,050-30.0% | $96,544-44.8% | $71,457-25.5% |
| Participation rate | 97.2% | 74.4%+22.8pp | 76.0%+21.3pp | 67.9%+29.3pp |
| Annual return | 50.61% | 22.81%+27.8pp | 25.84%+24.8pp | 28.85%+21.8pp |
| Employer contribution / active EE | $3,089 | $2,244+37.7% | $2,965+4.2% | $2,588+19.4% |
| Participant deferral / active EE | $6,391 | $4,215+51.6% | $4,851+31.8% | $4,289+49.0% |
| Admin fee / account holder | $170 | $2,707-93.7% | $8,252-97.9% | $1,587-89.3% |