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.3 years Filed as: CHARLES SCHWAB Service code 27 | Advisory (Plan) | $41,268 |
DOUGHERTY & COMPANY4 years Service code 10 · EIN 95-3871065 500 NORTH CENTRAL AVENUE SUITE 325 · GLENDALE, CA 91203 | Accounting | $11,000 |
CALIFORNIA BENEFIT PLANNERS8 years Service code 17 · EIN 95-4568183 3738-3740 E COLORADO BLVD · PASADENA, CA 91107 | Pension Consulting | $5,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,777 | $59,417-12.9% | $93,606-44.7% | $74,495-30.5% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 17.53% | 81.83%-64.3pp | 133.20%-115.7pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,202 | $1,264+74.3% | $2,420-9.0% | $2,623-16.0% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $476 | $3,021-84.2% | $8,285-94.3% | $1,942-75.5% |