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 | $324,847 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $25,000 |
PLANTE & MORAN, PLLC8+ years Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 10 · EIN 38-3123123 | Accounting | $14,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,219 | $136,266-58.0% | $90,749-36.9% | $77,904-26.6% |
| Participation rate | 93.9% | 86.6%+7.2pp | 75.7%+18.2pp | 73.7%+20.2pp |
| Annual return | -15.35% | -11.32%-4.0pp | -12.16%-3.2pp | 12.21%-27.6pp |
| Employer contribution / active EE | $2,603 | $4,215-38.2% | $2,921-10.9% | $2,848-8.6% |
| Participant deferral / active EE | $5,076 | $6,353-20.1% | $4,564+11.2% | $4,806+5.6% |
| Admin fee / account holder | $89 | $399-77.8% | $8,445-99.0% | $133-33.2% |