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 6-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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $97,306 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 64 · EIN 13-4008324 | Recordkeeping Fees | $78,715 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4008324 | Investment Management | $50,000 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $24,413 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 12.91% | 8.15%+4.8pp | 8.06%+4.8pp | 8.76%+4.2pp |
| Employer contribution / active EE | $101,549 | $60,767+67.1% | $42,627+138.2% | $16,627+510.7% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |