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.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $88,553 |
Filed as: PRIME CAPITAL INV ADV LLC Service code 28 · EIN 82-1364595 | Investment Management | $27,039 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $21,028 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,706 | $119,446+91.5% | $150,045+52.4% | $85,563+167.3% |
| Participation rate | 90.6% | 75.4%+15.2pp | 82.3%+8.3pp | 66.0%+24.7pp |
| Annual return | 16.12% | 23.72%-7.6pp | 62.55%-46.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $8,000 | $4,078+96.2% | $4,693+70.5% | $2,654+201.5% |
| Participant deferral / active EE | $12,678 | $7,985+58.8% | $7,997+58.5% | $4,375+189.8% |
| Admin fee / account holder | $172 | $548-68.6% | $13,435-98.7% | $834-79.4% |