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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $162,716 |
RBC WEALTH MANAGEMENT6+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $45,095 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,532 | $52,670-34.4% | $90,404-61.8% | $73,409-53.0% |
| Participation rate | 83.7% | 67.7%+16.0pp | 72.7%+11.0pp | 72.2%+11.5pp |
| Annual return | 16.00% | 20.70%-4.7pp | 1293.02%-1277.0pp | 59.29%-43.3pp |
| Employer contribution / active EE | $910 | $1,872-51.4% | $3,262-72.1% | $2,234-59.3% |
| Participant deferral / active EE | $3,257 | $2,807+16.0% | $3,963-17.8% | $3,805-14.4% |
| Admin fee / account holder | $201 | $117+72.1% | $5,611-96.4% | $158+27.3% |