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 | $56,795 |
Filed as: PRIME CAPITAL INVESTMENT ADVIS Service code 28 · EIN 82-1364595 | Investment Management | $27,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,463 | $88,122+52.6% | $141,162-4.7% | $67,579+99.0% |
| Participation rate | 88.4% | 76.5%+12.0pp | 82.5%+5.9pp | 71.3%+17.1pp |
| Annual return | 24.80% | 75.40%-50.6pp | 71.39%-46.6pp | 378.56%-353.8pp |
| Employer contribution / active EE | $6,216 | $3,224+92.8% | $4,735+31.3% | $2,148+189.4% |
| Participant deferral / active EE | $9,408 | $5,958+57.9% | $6,709+40.2% | $3,539+165.8% |
| Admin fee / account holder | $146 | $131+11.3% | $10,261-98.6% | $142+2.4% |