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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $86,595 |
RBC WEALTH MANAGEMENT2+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $57,349 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,781 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,090 | $39,859-29.5% | $78,689-64.3% | $57,658-51.3% |
| Participation rate | 85.7% | 66.1%+19.6pp | 73.6%+12.2pp | 70.2%+15.5pp |
| Annual return | 7.13% | 18.96%-11.8pp | 62.18%-55.0pp | 5.13%+2.0pp |
| Employer contribution / active EE | $873 | $1,786-51.1% | $2,851-69.4% | $1,974-55.8% |
| Participant deferral / active EE | $3,215 | $2,248+43.0% | $3,517-8.6% | $3,061+5.0% |
| Admin fee / account holder | $139 | $76+82.6% | $4,510-96.9% | $95+47.2% |