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 |
|---|---|---|
PRECEPT ADVISORY GROUP1 year Filed as: PRECEPT ADVISORY GROUP, LLC Service code 28 · EIN 56-1623293 | Investment Management | $37,500 |
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,498 |
HIGHTOWER ADVISORS LLC4 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $7,878 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $619 |
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 | $215,176 | $89,808+139.6% | $100,391+114.3% | $77,643+177.1% |
| Participation rate | 85.1% | 81.2%+3.9pp | 81.5%+3.6pp | 70.6%+14.5pp |
| Annual return | 17.12% | 20.62%-3.5pp | 49.20%-32.1pp | 31.24%-14.1pp |
| Employer contribution / active EE | $7,513 | $3,039+147.2% | $3,942+90.6% | $2,726+175.6% |
| Participant deferral / active EE | $11,959 | $8,284+44.4% | $8,082+48.0% | $4,647+157.3% |
| Admin fee / account holder | $105 | $174-39.9% | $7,899-98.7% | $430-75.7% |