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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $587 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $276,826 | $67,703+308.9% | $127,761+116.7% | $65,185+324.7% |
| Participation rate | 92.9% | 74.5%+18.4pp | 79.0%+13.9pp | 70.2%+22.7pp |
| Annual return | 26.38% | 24.36%+2.0pp | 26.14%+0.2pp | 29.38%-3.0pp |
| Employer contribution / active EE | $11,964 | $3,724+221.3% | $4,574+161.6% | $2,177+449.7% |
| Participant deferral / active EE | $9,941 | $4,787+107.7% | $6,021+65.1% | $3,514+182.9% |
| Admin fee / account holder | $3 | $618-99.6% | $9,395-100.0% | $847-99.7% |