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 |
|---|---|---|
Filed as: PROCOURSE Service code 26 · EIN 45-5291215 | Advisory (Participants) | $30,000 |
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $25,056 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,044 | $100,923+57.6% | $150,045+6.0% | $74,304+114.0% |
| Participation rate | 95.0% | 70.1%+25.0pp | 82.3%+12.7pp | 60.3%+34.7pp |
| Annual return | 17.57% | 51.77%-34.2pp | 62.55%-45.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $12,628 | $3,463+264.6% | $4,693+169.1% | $2,241+463.4% |
| Participant deferral / active EE | $7,340 | $6,709+9.4% | $7,997-8.2% | $3,767+94.8% |
| Admin fee / account holder | $372 | $2,767-86.6% | $13,435-97.2% | $2,969-87.5% |