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.
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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 |
|---|---|---|
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $17,708 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $4,550 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 26 335 MADISON AVENUE, 23RD FLOOR · NEW YORK, NY 10017 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,722 | $57,831+11.9% | $82,389-21.4% | $85,563-24.4% |
| Participation rate | 33.3% | 55.0%-21.7pp | 69.5%-36.3pp | 66.0%-32.7pp |
| Annual return | 16.53% | 17.86%-1.3pp | 28.67%-12.1pp | 31.51%-15.0pp |
| Employer contribution / active EE | $612 | $1,643-62.8% | $2,517-75.7% | $2,654-76.9% |
| Participant deferral / active EE | $1,972 | $3,118-36.7% | $4,155-52.5% | $4,375-54.9% |
| Admin fee / account holder | $58 | $1,391-95.9% | $7,231-99.2% | $834-93.1% |