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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $172,990 |
RBC WEALTH MANAGEMENT8+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $67,823 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $29,491 | $47,722-38.2% | $82,719-64.3% | $64,808-54.5% |
| Participation rate | 81.8% | 67.6%+14.1pp | 72.6%+9.2pp | 71.5%+10.3pp |
| Annual return | -16.28% | -13.05%-3.2pp | 701.18%-717.5pp | 32.82%-49.1pp |
| Employer contribution / active EE | $830 | $2,179-61.9% | $3,009-72.4% | $2,506-66.9% |
| Participant deferral / active EE | $2,935 | $3,329-11.8% | $4,395-33.2% | $4,310-31.9% |
| Admin fee / account holder | $219 | $143+53.3% | $5,329-95.9% | $188+16.7% |