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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $148,172 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $32,346 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,635 | $63,321-31.1% | $68,791-36.6% | $77,904-44.0% |
| Participation rate | 76.1% | 71.1%+5.0pp | 69.0%+7.1pp | 73.7%+2.5pp |
| Annual return | -15.27% | -6.50%-8.8pp | -6.38%-8.9pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,583 | $2,794-43.3% | $2,655-40.4% | $2,848-44.4% |
| Participant deferral / active EE | $4,015 | $4,029-0.4% | $3,941+1.9% | $4,806-16.5% |
| Admin fee / account holder | $99 | $104-4.9% | $4,932-98.0% | $133-25.2% |