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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $69,259 |
ELLWOOD ASSOCIATES1 year Filed as: J.H. ELLWOOD & ASSOCIATES, INC Service code 28 · EIN 36-3121777 | Investment Management | $4,245 |
Filed as: CHARLES SCHWAB & CO INC AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,924 | $104,317+60.0% | $159,436+4.7% | $86,799+92.3% |
| Participation rate | 89.3% | 77.7%+11.6pp | 82.8%+6.5pp | 72.3%+17.0pp |
| Annual return | 16.49% | 26.32%-9.8pp | 263.57%-247.1pp | 97.91%-81.4pp |
| Employer contribution / active EE | $1,676 | $3,451-51.4% | $4,829-65.3% | $2,405-30.3% |
| Participant deferral / active EE | $10,452 | $6,837+52.9% | $7,352+42.2% | $4,131+153.0% |
| Admin fee / account holder | $189 | $172+9.7% | $10,799-98.3% | $170+11.4% |