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 | $25,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,733 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 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 | $164,843 | $79,171+108.2% | $102,423+60.9% | $74,495+121.3% |
| Participation rate | 95.8% | 74.8%+21.0pp | 76.5%+19.3pp | 67.2%+28.6pp |
| Annual return | 16.70% | 54.93%-38.2pp | 29.32%-12.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,318 | $2,362-1.9% | $3,023-23.3% | $2,623-11.6% |
| Participant deferral / active EE | $9,687 | $4,415+119.4% | $5,053+91.7% | $4,346+122.9% |
| Admin fee / account holder | $134 | $2,001-93.3% | $9,451-98.6% | $1,942-93.1% |