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 |
|---|---|---|
ALLIANCE PENSION CONSULTANTS, LLC10+ years Service code 15 · EIN 36-4389114 | Recordkeeping | $42,984 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $11,307 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB AND CO. INC. 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 | $58,188 | $89,436-34.9% | $164,813-64.7% | $77,643-25.1% |
| Participation rate | 89.1% | 78.6%+10.5pp | 78.6%+10.5pp | 70.6%+18.5pp |
| Annual return | 13.23% | 28.83%-15.6pp | 69.93%-56.7pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,743 | $2,569-32.2% | $4,341-59.9% | $2,726-36.1% |
| Participant deferral / active EE | $3,716 | $4,897-24.1% | $6,031-38.4% | $4,647-20.0% |
| Admin fee / account holder | $97 | $339-71.5% | $12,690-99.2% | $430-77.6% |