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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.
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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 |
|---|---|---|
ANCORA ADVISORS6 years Filed as: ANCORA FAMILY WEALTH ADVISORS Service code 26 · EIN 41-2071875 | Advisory (Participants) | $29,789 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $25,086 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $14,889 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $23 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,681 | $101,317+64.5% | $146,958+13.4% | $74,495+123.7% |
| Participation rate | 97.9% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.7pp |
| Annual return | 47.99% | 8730.91%-8682.9pp | 418.34%-370.3pp | 1364.94%-1316.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $15,546 | $7,303+112.9% | $8,070+92.6% | $4,346+257.7% |
| Admin fee / account holder | $358 | $1,739-79.4% | $12,998-97.2% | $1,942-81.6% |