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 | $475,689 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $67,481 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS AG Service code 28 · EIN 13-2982996 | Investment Management | $44,332 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $481 |
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 | $84,350 | $93,283-9.6% | $77,163+9.3% | $103,482-18.5% |
| Participation rate | 93.2% | 79.3%+14.0pp | 69.6%+23.6pp | 73.3%+19.9pp |
| Annual return | 19.24% | 17.40%+1.8pp | 37.87%-18.6pp | 33.11%-13.9pp |
| Employer contribution / active EE | $4,767 | $3,170+50.4% | $2,535+88.0% | $3,208+48.6% |
| Participant deferral / active EE | $4,777 | $4,624+3.3% | $3,833+24.6% | $5,207-8.3% |
| Admin fee / account holder | $58 | $78-26.3% | $5,472-98.9% | $114-49.4% |