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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $141,084 |
RBC WEALTH MANAGEMENT9+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $61,939 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 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 | $35,533 | $52,208-31.9% | $86,612-59.0% | $74,419-52.3% |
| Participation rate | 75.3% | 66.3%+9.0pp | 71.7%+3.6pp | 70.7%+4.6pp |
| Annual return | 16.30% | 44.46%-28.2pp | 591.07%-574.8pp | 34.38%-18.1pp |
| Employer contribution / active EE | $637 | $2,282-72.1% | $3,022-78.9% | $2,637-75.9% |
| Participant deferral / active EE | $2,694 | $3,383-20.4% | $4,438-39.3% | $4,528-40.5% |
| Admin fee / account holder | $206 | $319-35.4% | $5,614-96.3% | $348-40.7% |