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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $135,994 |
RBC WEALTH MANAGEMENT5+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $62,031 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,635 |
CHARLES SCHWAB & CO., INC.5+ 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 | $30,963 | $54,237-42.9% | $90,281-65.7% | $67,579-54.2% |
| Participation rate | 75.2% | 68.6%+6.5pp | 73.3%+1.9pp | 71.3%+3.9pp |
| Annual return | 21.79% | 37.27%-15.5pp | 78.10%-56.3pp | 378.56%-356.8pp |
| Employer contribution / active EE | $711 | $1,846-61.5% | $2,854-75.1% | $2,148-66.9% |
| Participant deferral / active EE | $2,677 | $2,625+2.0% | $3,885-31.1% | $3,539-24.4% |
| Admin fee / account holder | $183 | $123+48.2% | $5,351-96.6% | $142+28.5% |