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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES8+ years Service code 28 · EIN 34-1753575 | Investment Management | $59,441 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,843 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 · EIN 43-1947695 | Accounting | $12,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,178 | $130,141-10.7% | $86,677+34.0% | $77,904+49.1% |
| Participation rate | 78.4% | 85.9%-7.5pp | 76.6%+1.9pp | 73.7%+4.8pp |
| Annual return | -13.86% | -12.75%-1.1pp | 35.91%-49.8pp | 12.21%-26.1pp |
| Employer contribution / active EE | $2,580 | $3,220-19.9% | $2,836-9.0% | $2,848-9.4% |
| Participant deferral / active EE | $5,300 | $5,757-7.9% | $4,656+13.8% | $4,806+10.3% |
| Admin fee / account holder | $84 | $132-36.3% | $7,493-98.9% | $133-36.7% |