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 7-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,784 |
UBS FINANCIAL SERVICES INC6 years Service code 28 · EIN 13-2638166 | Investment Management | $40,000 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $369 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,523 | $104,919-6.1% | $116,228-15.2% | $85,563+15.1% |
| Participation rate | 91.2% | 78.6%+12.5pp | 74.6%+16.6pp | 66.0%+25.2pp |
| Annual return | 15.45% | 15.38%+0.1pp | 90.06%-74.6pp | 31.51%-16.1pp |
| Employer contribution / active EE | $2,665 | $3,485-23.5% | $2,994-11.0% | $2,654+0.4% |
| Participant deferral / active EE | $5,267 | $5,306-0.7% | $4,953+6.3% | $4,375+20.4% |
| Admin fee / account holder | $142 | $429-66.8% | $11,989-98.8% | $834-83.0% |