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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,153 |
FUND DIRECT ADVISORS1 year Filed as: FUND EVALUATION GROUP Service code 28 · EIN 31-1229779 | Investment Management | $51,272 |
MERCER1 year Filed as: MERCER US INC Service code 28 · EIN 13-2834414 | Investment Management | $24,186 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 28 · EIN 38-3123123 | Investment Management | $9,500 |
BKS ADVISORS LLC1 year Service code 28 · EIN 38-3540855 | Investment Management | $8,378 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3,298 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,607 | $75,183+212.0% | $123,892+89.4% | $55,167+325.3% |
| Participation rate | 98.5% | 72.8%+25.7pp | 81.4%+17.1pp | 69.0%+29.5pp |
| Annual return | 12.34% | 19.01%-6.7pp | 47.52%-35.2pp | 169.23%-156.9pp |
| Employer contribution / active EE | $5,208 | $2,823+84.5% | $4,617+12.8% | $1,963+165.4% |
| Participant deferral / active EE | $9,149 | $5,084+79.9% | $5,984+52.9% | $3,054+199.6% |
| Admin fee / account holder | $703 | $663+6.1% | $8,357-91.6% | $504+39.4% |