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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,254 |
APRIO LLP5 years Filed as: APRIO WEALTH MANAGEMENT LLC Service code 26 · EIN 58-2484343 | Advisory (Participants) | $12,259 |
CAPITAL ADVISORS INC2 years Service code 26 · EIN 73-1044294 | Advisory (Participants) | $7,429 |
Service code 26 · EIN 84-3526883 | Advisory (Participants) | $5,326 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $405 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,264 | $71,964+150.5% | $167,512+7.6% | $85,563+110.7% |
| Participation rate | 95.9% | 61.0%+34.9pp | 77.1%+18.8pp | 66.0%+29.9pp |
| Annual return | 16.09% | 18.83%-2.7pp | 1615.79%-1599.7pp | 31.51%-15.4pp |
| Employer contribution / active EE | $5,271 | $1,875+181.2% | $3,882+35.8% | $2,654+98.7% |
| Participant deferral / active EE | $10,791 | $4,110+162.6% | $6,405+68.5% | $4,375+146.6% |
| Admin fee / account holder | $66 | $815-91.9% | $9,769-99.3% | $834-92.1% |