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.
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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 |
|---|---|---|
NADLER FINANCIAL GROUP, INC.2 years Filed as: NADLER FINANCIAL GROUP, LLC Service code 16 · EIN 36-4156113 | Consulting | $34,410 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $29,374 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities) | $8,333 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,632 | $109,413+30.4% | $156,263-8.7% | $84,808+68.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.28% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,888 | $2,907+68.2% | $4,333+12.8% | $2,631+85.8% |
| Participant deferral / active EE | $6,095 | $4,590+32.8% | $6,158-1.0% | $4,212+44.7% |
| Admin fee / account holder | $523 | $9,357-94.4% | $14,255-96.3% | $7,344-92.9% |