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 |
|---|---|---|
Filed as: RBC RETIREMENT PLAN ADVISORS Service code 26 · EIN 41-1416330 | Advisory (Participants) | $38,300 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $24,246 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,408 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,814 | $148,978-17.6% | $200,582-38.8% | $84,808+44.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.00% | 28.16%-15.2pp | 42.33%-29.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,084 | $4,815-15.2% | $6,419-36.4% | $2,631+55.2% |
| Participant deferral / active EE | $11,150 | $7,142+56.1% | $9,331+19.5% | $4,212+164.7% |
| Admin fee / account holder | $401 | $13,977-97.1% | $16,305-97.5% | $7,344-94.5% |