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 8-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $6,771 |
EPIC RETIREMENT PLAN SERVICES4+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $3,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,311 | $62,581-61.2% | $124,672-80.5% | $86,799-72.0% |
| Participation rate | 22.0% | 56.9%-34.9pp | 74.6%-52.6pp | 72.3%-50.3pp |
| Annual return | 16.35% | 26.67%-10.3pp | 5142.93%-5126.6pp | 97.91%-81.6pp |
| Employer contribution / active EE | $422 | $1,604-73.7% | $3,324-87.3% | $2,405-82.4% |
| Participant deferral / active EE | $1,539 | $2,725-43.5% | $4,614-66.7% | $4,131-62.8% |
| Admin fee / account holder | $154 | $170-9.5% | $7,493-98.0% | $170-9.4% |