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 | $157,857 |
BALDWIN & BALDWIN PLLC2 years Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 28 · EIN 47-5476782 | Investment Management | $64,611 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $160 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,077 | $42,886+182.3% | $88,946+36.1% | $85,563+41.5% |
| Participation rate | 72.6% | 37.9%+34.7pp | 68.8%+3.7pp | 66.0%+6.6pp |
| Annual return | 19.25% | 44.56%-25.3pp | 57.82%-38.6pp | 31.51%-12.3pp |
| Employer contribution / active EE | $4,230 | $1,147+268.8% | $2,555+65.5% | $2,654+59.4% |
| Participant deferral / active EE | $10,246 | $2,108+386.1% | $4,581+123.6% | $4,375+134.2% |
| Admin fee / account holder | $204 | $2,263-91.0% | $8,261-97.5% | $834-75.5% |