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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $331,657 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $14,664 |
FISHER INVESTMENTS4 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $11,863 |
KENDALL CAPITAL MANAGEMENT3 years Service code 26 · EIN 27-0111619 | Advisory (Participants) | $9,942 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,711 | $78,275+97.7% | $109,143+41.8% | $86,799+78.2% |
| Participation rate | 98.5% | 73.8%+24.7pp | 75.9%+22.6pp | 72.3%+26.2pp |
| Annual return | 15.38% | 19.14%-3.8pp | 25.75%-10.4pp | 97.91%-82.5pp |
| Employer contribution / active EE | $6,221 | $3,105+100.4% | $3,722+67.1% | $2,405+158.6% |
| Participant deferral / active EE | $12,427 | $3,641+241.3% | $4,653+167.1% | $4,131+200.8% |
| Admin fee / account holder | $320 | $198+61.3% | $6,752-95.3% | $170+88.8% |