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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $278,846 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH CONSULTING Service code 28 · EIN 95-4660745 | Investment Management | $190,000 |
CAPITAL MGMT SERVICES INC4 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $51,099 |
BPM LLP1 year Filed as: BURR PILGER MAYER INC Service code 10 · EIN 26-3839190 | Accounting | $32,635 |
HC ADVISORS LLC9+ years Service code 26 · EIN 46-0737857 | Advisory (Participants) | $28,970 |
NEUBERGER BERMAN3 years Filed as: NEUBERGER & BERMAN LLC Service code 26 · EIN 13-5521910 | Advisory (Participants) | $25,140 |
Filed as: TOCQUEVILLE ASSET MANAGEMENT L Service code 26 · EIN 13-3547557 | Advisory (Participants) | $24,192 |
LIDO ADVISORS LLC3 years Service code 26 · EIN 95-4742435 | Advisory (Participants) | $23,781 |
KRILOGY FINANCIAL LLC7 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $22,750 |
LITMAN GREGORY WEALTH MGMT3 years Service code 26 · EIN 68-0362255 | Advisory (Participants) | $22,576 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,950 | $107,459+172.6% | $135,903+115.6% | $80,160+265.5% |
| Participation rate | 95.7% | 78.0%+17.7pp | 81.9%+13.8pp | 72.9%+22.8pp |
| Annual return | 18.34% | 91.91%-73.6pp | 68.23%-49.9pp | 40.38%-22.0pp |
| Employer contribution / active EE | $12,472 | $3,877+221.7% | $4,856+156.8% | $2,978+318.8% |
| Participant deferral / active EE | $12,965 | $8,195+58.2% | $7,758+67.1% | $5,017+158.4% |
| Admin fee / account holder | $270 | $127+113.0% | $10,762-97.5% | $145+86.6% |