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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $81,415 |
UBS FINANCIAL SERVICES INC8 years Service code 28 · EIN 13-2638166 | Investment Management | $20,000 |
INSERO & CO. CPAS, LLP8 years Filed as: INSERO AND CO CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $15,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,362 | $117,025+11.4% | $91,541+42.4% | $85,563+52.4% |
| Participation rate | 78.3% | 64.2%+14.1pp | 69.8%+8.5pp | 66.0%+12.3pp |
| Annual return | 15.06% | 18.02%-3.0pp | 20.50%-5.4pp | 31.51%-16.5pp |
| Employer contribution / active EE | $3,183 | $2,120+50.1% | $2,505+27.1% | $2,654+20.0% |
| Participant deferral / active EE | $8,162 | $3,446+136.8% | $4,008+103.6% | $4,375+86.5% |
| Admin fee / account holder | $174 | $1,242-86.0% | $6,956-97.5% | $834-79.1% |