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 8-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 28 · EIN 46-3135826 | Investment Management | $33,988 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,857 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,072 | $55,415+80.6% | $155,509-35.6% | $74,495+34.3% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.5pp | 67.2%+31.5pp |
| Annual return | 15.03% | 268.50%-253.5pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $4,532 | $2,267+99.9% | $4,672-3.0% | $2,623+72.8% |
| Participant deferral / active EE | $5,261 | $2,836+85.5% | $5,626-6.5% | $4,346+21.1% |
| Admin fee / account holder | $252 | $1,738-85.5% | $15,912-98.4% | $1,942-87.0% |