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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $517,751 |
FOX ROTHSCHILD LLP7 years Service code 28 · EIN 23-1404723 | Investment Management | $16,695 |
FINANCIAL MANAGEMENT NETWORK8+ years Service code 26 · EIN 33-0490707 | Advisory (Participants) | $6,100 |
PARTNERCOMM, INC1 year Filed as: PARTNERCOMM INC Service code 28 · EIN 75-2541310 | Investment Management | $6,000 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $578 |
CHARLES SCHWAB & CO., INC.8+ 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 | $95,075 | $130,141-26.9% | $86,677+9.7% | $77,904+22.0% |
| Participation rate | 93.5% | 85.9%+7.5pp | 76.6%+16.9pp | 73.7%+19.8pp |
| Annual return | -10.93% | -12.75%+1.8pp | 35.91%-46.8pp | 12.21%-23.1pp |
| Employer contribution / active EE | $4,817 | $3,220+49.6% | $2,836+69.8% | $2,848+69.2% |
| Participant deferral / active EE | $7,458 | $5,757+29.5% | $4,656+60.2% | $4,806+55.2% |
| Admin fee / account holder | $198 | $132+50.5% | $7,493-97.4% | $133+49.6% |