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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $312,003 |
FISHER INVESTMENTS7 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $16,553 |
KENDALL CAPITAL MANAGEMENT6 years Service code 26 · EIN 27-0111619 | Advisory (Participants) | $13,005 |
LMCG INVESTMENTS LLC3 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $10,405 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,228 |
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 | $159,451 | $241,101-33.9% | $103,333+54.3% | $199,593-20.1% |
| Participation rate | 98.0% | 78.3%+19.7pp | 74.5%+23.5pp | 72.0%+26.0pp |
| Annual return | 15.55% | 17.80%-2.2pp | 24.88%-9.3pp | 34.25%-18.7pp |
| Employer contribution / active EE | $6,440 | $4,244+51.7% | $3,868+66.5% | $3,034+112.2% |
| Participant deferral / active EE | $12,877 | $3,958+225.4% | $5,057+154.6% | $5,087+153.1% |
| Admin fee / account holder | $330 | $288+14.9% | $8,355-96.0% | $269+22.9% |