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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,748 |
Filed as: ONE DIGITAL Service code 28 · EIN 43-1451524 | Investment Management | $15,251 |
Filed as: ONEDIGITAL TOPCO LLC Service code 28 · EIN 82-1434504 | Investment Management | $7,633 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,934 | $66,457-26.4% | $81,382-39.9% | $77,643-37.0% |
| Participation rate | 95.5% | 68.7%+26.7pp | 69.5%+26.0pp | 70.6%+24.9pp |
| Annual return | 12.76% | 15.93%-3.2pp | 24.73%-12.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $3,302 | $2,159+52.9% | $2,463+34.1% | $2,726+21.1% |
| Participant deferral / active EE | $6,676 | $3,679+81.4% | $3,883+71.9% | $4,647+43.6% |
| Admin fee / account holder | $171 | $583-70.6% | $5,768-97.0% | $430-60.2% |