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 |
|---|---|---|
MILLIMAN, INC.11+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $192,040 |
RBC WEALTH MANAGEMENT11+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $69,685 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $87 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,914 | $63,770-51.5% | $71,209-56.6% | $102,872-69.9% |
| Participation rate | 75.8% | 61.0%+14.8pp | 73.8%+2.1pp | 73.0%+2.8pp |
| Annual return | 14.83% | 16.01%-1.2pp | 282.51%-267.7pp | 19.06%-4.2pp |
| Employer contribution / active EE | $636 | $2,367-73.1% | $2,721-76.6% | $3,526-82.0% |
| Participant deferral / active EE | $2,425 | $3,587-32.4% | $4,175-41.9% | $5,535-56.2% |
| Admin fee / account holder | $200 | $220-8.8% | $5,349-96.3% | $292-31.4% |