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 5-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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $41,809 |
GLASSMAN WEALTH SERVICES LLC2 years Service code 26 · EIN 27-0896966 | Advisory (Participants) | $19,386 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $15,857 |
TRANSITIONS WEALTH MGMT LLC5+ years Service code 26 · EIN 84-1483103 | Advisory (Participants) | $15,747 |
SHEARWATER CAPITAL LLC1 year Service code 26 · EIN 43-1856252 | Advisory (Participants) | $9,863 |
WAKEFIELD ASSET MANAGEMENT5+ years Filed as: WAKEFIELD ASSET MGMT LLLP Service code 26 · EIN 20-8251802 | Advisory (Participants) | $5,105 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $881 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $225,560 | $50,815+343.9% | $155,509+45.0% | $77,643+190.5% |
| Participation rate | 95.8% | 63.1%+32.7pp | 78.2%+17.6pp | 70.6%+25.2pp |
| Annual return | 15.22% | 34.80%-19.6pp | 64.67%-49.4pp | 31.24%-16.0pp |
| Employer contribution / active EE | $12,142 | $1,993+509.3% | $4,672+159.9% | $2,726+345.5% |
| Participant deferral / active EE | $9,267 | $2,822+228.4% | $5,626+64.7% | $4,647+99.4% |
| Admin fee / account holder | $151 | $437-65.5% | $15,912-99.1% | $430-65.0% |