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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $335,975 |
NFP RETIREMENT INC5 years Service code 28 · EIN 33-0905143 | Investment Management | $43,938 |
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 | $110,139 | $45,000+144.7% | $143,757-23.4% | $77,904+41.4% |
| Participation rate | 98.9% | 66.8%+32.0pp | 80.3%+18.5pp | 73.7%+25.2pp |
| Annual return | -14.96% | 29.03%-44.0pp | -0.04%-14.9pp | 12.21%-27.2pp |
| Employer contribution / active EE | $9,564 | $1,870+411.6% | $4,951+93.2% | $2,848+235.8% |
| Participant deferral / active EE | $8,804 | $3,157+178.9% | $5,637+56.2% | $4,806+83.2% |
| Admin fee / account holder | $79 | $98-19.6% | $14,673-99.5% | $133-40.3% |