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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $173,837 |
RBC WEALTH MANAGEMENT10+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $66,244 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $56 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3 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 | $29,317 | $55,331-47.0% | $81,812-64.2% | $199,593-85.3% |
| Participation rate | 73.3% | 62.5%+10.8pp | 72.3%+1.0pp | 72.0%+1.3pp |
| Annual return | 13.06% | 19.59%-6.5pp | 773.79%-760.7pp | 34.25%-21.2pp |
| Employer contribution / active EE | $539 | $2,101-74.4% | $2,912-81.5% | $3,034-82.2% |
| Participant deferral / active EE | $2,222 | $3,283-32.3% | $4,319-48.6% | $5,087-56.3% |
| Admin fee / account holder | $191 | $346-44.7% | $7,386-97.4% | $269-29.0% |