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 |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $99,768 |
AMERICAN FUNDS5 years Filed as: CAPITAL FINANCIAL PARTNERS Service code 10 · EIN 26-0058143 | Accounting | $79,799 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $20,732 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,520 | $82,917-4.1% | $103,333-23.0% | $77,643+2.4% |
| Participation rate | 82.6% | 71.6%+11.1pp | 74.5%+8.1pp | 70.6%+12.1pp |
| Annual return | 14.02% | 19.13%-5.1pp | 24.88%-10.9pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,050 | $3,552-42.3% | $3,868-47.0% | $2,726-24.8% |
| Participant deferral / active EE | $5,069 | $4,108+23.4% | $5,057+0.2% | $4,647+9.1% |
| Admin fee / account holder | $200 | $638-68.7% | $8,355-97.6% | $430-53.6% |