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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $101,653 |
AMERICAN FUNDS8+ years Filed as: GILBERT CAPITAL GROUP Service code 28 · EIN 01-0521996 | Investment Management | $5,801 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $267 |
CHARLES SCHWAB & CO., INC.4 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 | $41,043 | $46,292-11.3% | $143,757-71.5% | $64,808-36.7% |
| Participation rate | 76.2% | 64.2%+11.9pp | 80.3%-4.2pp | 71.5%+4.7pp |
| Annual return | -13.06% | -10.05%-3.0pp | -0.04%-13.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,061 | $1,910-44.4% | $4,951-78.6% | $2,506-57.6% |
| Participant deferral / active EE | $3,416 | $2,646+29.1% | $5,637-39.4% | $4,310-20.7% |
| Admin fee / account holder | $138 | $154-10.1% | $14,673-99.1% | $188-26.4% |