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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $99,571 |
UBS FINANCIAL SERVICES INC10+ years Service code 28 · EIN 13-2638166 | Investment Management | $56,820 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $512 |
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 | $107,793 | $106,028+1.7% | $146,958-26.7% | $77,643+38.8% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 21.58% | 56.73%-35.2pp | 418.34%-396.8pp | 31.24%-9.7pp |
| Employer contribution / active EE | $1,460 | $4,063-64.1% | $4,933-70.4% | $2,726-46.4% |
| Participant deferral / active EE | $9,434 | $7,990+18.1% | $8,070+16.9% | $4,647+103.0% |
| Admin fee / account holder | $147 | $337-56.3% | $12,998-98.9% | $430-65.8% |