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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,605 |
CAPFINANCIAL PARTNERS LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,404 | $89,436+168.8% | $164,813+45.9% | $77,643+209.6% |
| Participation rate | 75.8% | 78.6%-2.8pp | 78.6%-2.8pp | 70.6%+5.2pp |
| Annual return | 13.80% | 28.83%-15.0pp | 69.93%-56.1pp | 31.24%-17.4pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $12,878 | $4,897+163.0% | $6,031+113.5% | $4,647+177.1% |
| Admin fee / account holder | $124 | $339-63.4% | $12,690-99.0% | $430-71.1% |