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 |
|---|---|---|
TRI-AD ACTUARIES, INC.7+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $14,140 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,256 | $121,341-38.0% | $189,513-60.3% | $79,386-5.2% |
| Participation rate | 90.3% | 86.1%+4.2pp | 87.8%+2.5pp | 70.7%+19.6pp |
| Annual return | 16.31% | 21.08%-4.8pp | 555.15%-538.8pp | 116.85%-100.5pp |
| Employer contribution / active EE | $2,903 | $3,915-25.9% | $6,162-52.9% | $2,427+19.6% |
| Participant deferral / active EE | $5,999 | $6,395-6.2% | $8,221-27.0% | $4,046+48.3% |
| Admin fee / account holder | $58 | $651-91.1% | $12,045-99.5% | $626-90.7% |