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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,565 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $11,708 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $91 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,431 | $93,571+37.3% | $135,903-5.5% | $75,163+70.9% |
| Participation rate | 95.3% | 75.2%+20.1pp | 81.9%+13.4pp | 67.2%+28.1pp |
| Annual return | 16.86% | 30.90%-14.0pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,252 | $3,537+20.2% | $4,856-12.4% | $2,670+59.3% |
| Participant deferral / active EE | $16,106 | $6,404+151.5% | $7,758+107.6% | $4,125+290.4% |
| Admin fee / account holder | $134 | $6,975-98.1% | $10,762-98.8% | $5,651-97.6% |