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.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $143,773 |
JANNEY MONTGOMERY SCOTT LLC5 years Service code 28 · EIN 23-0731260 | Investment Management | $50,000 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $303 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $79,688 | $112,623-29.2% | $106,213-25.0% | $199,593-60.1% |
| Participation rate | 91.7% | 86.2%+5.4pp | 75.3%+16.4pp | 72.0%+19.7pp |
| Annual return | 16.50% | 15.57%+0.9pp | 116.14%-99.6pp | 34.25%-17.8pp |
| Employer contribution / active EE | $2,543 | $4,575-44.4% | $3,171-19.8% | $3,034-16.2% |
| Participant deferral / active EE | $4,482 | $6,659-32.7% | $5,016-10.6% | $5,087-11.9% |
| Admin fee / account holder | $141 | $107+32.1% | $11,033-98.7% | $269-47.4% |