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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,925 |
FIDUCIENT ADVISORS LLC3 years Service code 28 · EIN 36-4001764 | Investment Management | $37,997 |
Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $9,862 |
Filed as: ANNEX ADVISORY SERVICES LLC Service code 26 · EIN 68-0524298 | Advisory (Participants) | $5,959 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $1,372 |
CHARLES SCHWAB & CO., INC.2 years 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 | $222,518 | $101,317+119.6% | $146,958+51.4% | $74,495+198.7% |
| Participation rate | 90.2% | 75.5%+14.7pp | 82.2%+8.1pp | 67.2%+23.0pp |
| Annual return | 13.47% | 8730.91%-8717.4pp | 418.34%-404.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $4,492 | $3,810+17.9% | $4,933-8.9% | $2,623+71.3% |
| Participant deferral / active EE | $13,032 | $7,303+78.4% | $8,070+61.5% | $4,346+199.9% |
| Admin fee / account holder | $259 | $1,739-85.1% | $12,998-98.0% | $1,942-86.7% |