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 |
|---|---|---|
CERITY PARTNERS3 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $59,138 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Investment management; Shareholder se... | $6,426 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,824 | $65,041+84.2% | $90,951+31.7% | $79,858+50.0% |
| Participation rate | 71.4% | 61.6%+9.8pp | 69.0%+2.4pp | 69.6%+1.8pp |
| Annual return | 14.47% | 30.45%-16.0pp | 134.60%-120.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,896 | $1,247+52.0% | $2,122-10.7% | $2,471-23.3% |
| Participant deferral / active EE | $2,121 | $2,512-15.6% | $3,373-37.1% | $3,740-43.3% |
| Admin fee / account holder | $674 | $4,536-85.1% | $5,959-88.7% | $5,306-87.3% |