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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 2ND AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $26,445 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $7,934 |
PAI1 year Service code 13 1201 ENTERPRISE DR · DE PERE, WI 54115 | Contract Administrator | $5,914 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,993 | $162,322-64.9% | $135,903-58.1% | - |
| Participation rate | 47.8% | 71.5%-23.7pp | 81.9%-34.1pp | - |
| Annual return | 20.45% | 15.15%+5.3pp | 68.23%-47.8pp | - |
| Employer contribution / active EE | $2,122 | $3,400-37.6% | $4,856-56.3% | - |
| Participant deferral / active EE | $4,991 | $5,722-12.8% | $7,758-35.7% | - |
| Admin fee / account holder | $205 | $23,877-99.1% | $10,762-98.1% | - |