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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $141,110 |
MULTNOMAH GROUP9+ years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $37,105 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other inv... | $1,954 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $169,437 | $50,127+238.0% | $149,673+13.2% | $80,160+111.4% |
| Participation rate | 98.8% | 64.3%+34.5pp | 78.8%+20.0pp | 72.9%+25.9pp |
| Annual return | 18.01% | 29.82%-11.8pp | 134.42%-116.4pp | 40.38%-22.4pp |
| Employer contribution / active EE | $11,581 | $1,865+521.1% | $4,818+140.4% | $2,978+288.9% |
| Participant deferral / active EE | $8,154 | $3,194+155.3% | $5,680+43.6% | $5,017+62.5% |
| Admin fee / account holder | $97 | $153-36.7% | $13,210-99.3% | $145-33.4% |