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: CHARLES SCHWAB BANK Service code 13 · EIN 42-1558009 | Contract Administrator | $49,546 |
Service code 13 · EIN 26-2824865 | Contract Administrator | $19,451 |
Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 | Advisory (Participants) | $12,852 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,327 | $61,156+91.8% | $185,823-36.9% | $79,386+47.8% |
| Participation rate | 75.7% | 66.6%+9.1pp | 81.7%-6.0pp | 70.7%+5.0pp |
| Annual return | 32.20% | 19.45%+12.7pp | 122.05%-89.9pp | 116.85%-84.7pp |
| Employer contribution / active EE | $6,113 | $2,321+163.4% | $5,167+18.3% | $2,427+151.8% |
| Participant deferral / active EE | $2,766 | $2,789-0.8% | $5,568-50.3% | $4,046-31.6% |
| Admin fee / account holder | $634 | $710-10.6% | $16,237-96.1% | $626+1.3% |