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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,376 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $42,105 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,110 | $59,054+17.0% | $97,226-28.9% | $77,643-11.0% |
| Participation rate | 96.7% | 67.9%+28.9pp | 72.7%+24.1pp | 70.6%+26.2pp |
| Annual return | 12.15% | 16.96%-4.8pp | 75.13%-63.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,462 | $1,742+41.3% | $2,729-9.8% | $2,726-9.7% |
| Participant deferral / active EE | $4,389 | $3,930+11.7% | $4,264+2.9% | $4,647-5.5% |
| Admin fee / account holder | $192 | $346-44.7% | $5,654-96.6% | $430-55.5% |