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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,983 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $48,502 |
Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $7,992 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $807 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,240 | $91,407+104.8% | $135,903+37.8% | $71,457+162.0% |
| Participation rate | 90.3% | 75.7%+14.6pp | 81.9%+8.4pp | 67.9%+22.4pp |
| Annual return | 17.46% | 29.90%-12.4pp | 68.23%-50.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $3,574 | $3,703-3.5% | $4,856-26.4% | $2,588+38.1% |
| Participant deferral / active EE | $11,305 | $7,092+59.4% | $7,758+45.7% | $4,289+163.6% |
| Admin fee / account holder | $254 | $1,266-79.9% | $10,762-97.6% | $1,587-84.0% |