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 |
|---|---|---|
COURIER CAPITAL2 years Filed as: COURIER CAPITAL LLC Service code 26 · EIN 81-0710574 | Advisory (Participants) | $39,888 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $27,184 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $1,285 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $547,581 | $101,317+440.5% | $146,958+272.6% | $74,495+635.1% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | 13.48% | 8730.91%-8717.4pp | 418.34%-404.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $19,904 | $3,810+422.4% | $4,933+303.5% | $2,623+658.8% |
| Participant deferral / active EE | $5,517 | $7,303-24.5% | $8,070-31.6% | $4,346+26.9% |
| Admin fee / account holder | $203 | $1,739-88.3% | $12,998-98.4% | $1,942-89.6% |