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 |
|---|---|---|
Filed as: STONE HILL FIDUCIARY LLC Service code 28 · EIN 11-8506778 | Investment Management | $18,750 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,984 |
SHELDON M GELLER1 year Service code 28 · EIN 45-5608425 | Investment Management | $6,250 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,037 | $87,870+101.5% | $113,168+56.4% | $74,304+138.3% |
| Participation rate | 92.6% | 70.7%+21.8pp | 76.6%+16.0pp | 60.3%+32.2pp |
| Annual return | 14.56% | 26.44%-11.9pp | 24.27%-9.7pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,330 | $2,277+2.3% | $2,975-21.7% | $2,241+4.0% |
| Participant deferral / active EE | $9,527 | $4,241+124.6% | $5,107+86.6% | $3,767+152.9% |
| Admin fee / account holder | $127 | $3,368-96.2% | $12,068-98.9% | $2,969-95.7% |