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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $101,948 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $11,517 |
Service code 28 · EIN 26-0058143 | Investment Management | $6,193 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $2,706 |
CHARLES SCHWAB & CO., INC.5 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 | $214,216 | $106,028+102.0% | $146,958+45.8% | $77,643+175.9% |
| Participation rate | 98.7% | 78.4%+20.3pp | 82.2%+16.6pp | 70.6%+28.1pp |
| Annual return | 14.38% | 56.73%-42.3pp | 418.34%-404.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $10,106 | $4,063+148.7% | $4,933+104.9% | $2,726+270.8% |
| Participant deferral / active EE | $13,899 | $7,990+74.0% | $8,070+72.2% | $4,647+199.1% |
| Admin fee / account holder | $120 | $337-64.5% | $12,998-99.1% | $430-72.1% |