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 | $59,856 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $40,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,011 | $58,655+184.7% | $91,989+81.6% | $65,185+156.2% |
| Participation rate | 99.3% | 75.3%+24.0pp | 78.6%+20.6pp | 70.2%+29.1pp |
| Annual return | 22.07% | 33.92%-11.9pp | 69.02%-47.0pp | 29.38%-7.3pp |
| Employer contribution / active EE | $4,586 | $2,080+120.4% | $3,452+32.9% | $2,177+110.7% |
| Participant deferral / active EE | $11,462 | $5,474+109.4% | $5,923+93.5% | $3,514+226.2% |
| Admin fee / account holder | $501 | $434+15.3% | $7,743-93.5% | $847-40.9% |