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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $38,311 |
Filed as: NADLER FINANCIAL GROUP, LLC Service code 16 · EIN 36-4156113 | Consulting | $34,982 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities) | $7,994 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $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 | $138,607 | $101,724+36.3% | $164,813-15.9% | $80,856+71.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.83% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,474 | $2,953+85.3% | $4,341+26.1% | $2,755+98.7% |
| Participant deferral / active EE | $5,865 | $4,477+31.0% | $6,031-2.8% | $4,296+36.5% |
| Admin fee / account holder | $577 | $8,227-93.0% | $12,690-95.5% | $6,918-91.7% |