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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $58,342 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $39,283 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $15,400 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $59,025 | $155,795-62.1% | $136,294-56.7% | $69,631-15.2% |
| Participation rate | 95.4% | 75.2%+20.2pp | 81.9%+13.5pp | 70.7%+24.7pp |
| Annual return | 20.22% | 232464.33%-232444.1pp | 5155.94%-5135.7pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $1,802 | $2,991-39.8% | $4,695-61.6% | $2,032-11.3% |
| Participant deferral / active EE | $5,788 | $5,394+7.3% | $6,247-7.4% | $3,224+79.5% |
| Admin fee / account holder | $229 | $128+78.4% | $9,243-97.5% | $110+107.2% |