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 | $63,056 |
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 28 · EIN 27-3188744 | Investment Management | $38,798 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $12,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,583 | $91,762+20.5% | $67,502+63.8% | $77,643+42.4% |
| Participation rate | 42.0% | 75.9%-33.9pp | 72.9%-30.9pp | 70.6%-28.6pp |
| Annual return | 15.20% | 14.87%+0.3pp | 3512.12%-3496.9pp | 31.24%-16.0pp |
| Employer contribution / active EE | $687 | $3,181-78.4% | $2,731-74.8% | $2,726-74.8% |
| Participant deferral / active EE | $4,512 | $3,903+15.6% | $4,000+12.8% | $4,647-2.9% |
| Admin fee / account holder | $190 | $176+7.9% | $3,998-95.2% | $430-55.9% |