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 | $150,601 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $110,359 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $17 |
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 | $82,998 | $45,719+81.5% | $96,139-13.7% | $93,030-10.8% |
| Participation rate | 70.4% | 45.8%+24.6pp | 68.4%+2.0pp | 73.9%-3.5pp |
| Annual return | 16.69% | 3211.95%-3195.3pp | 191.94%-175.3pp | 158.70%-142.0pp |
| Employer contribution / active EE | $3,576 | $1,139+214.1% | $2,797+27.9% | $2,706+32.2% |
| Participant deferral / active EE | $8,104 | $2,344+245.7% | $4,349+86.3% | $4,562+77.6% |
| Admin fee / account holder | $189 | $128+47.5% | $5,537-96.6% | $152+24.5% |