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 |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 · EIN 38-3712991 | Contract Administrator | $11,587 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC Service code 15 · EIN 94-1737782 | Recordkeeping | $3,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,301 | $78,419-19.3% | $133,956-52.7% | $73,409-13.8% |
| Participation rate | 88.1% | 78.6%+9.5pp | 79.8%+8.3pp | 72.2%+15.9pp |
| Annual return | 17.86% | 33.35%-15.5pp | 45.09%-27.2pp | 59.29%-41.4pp |
| Employer contribution / active EE | $2,899 | $2,044+41.9% | $3,919-26.0% | $2,234+29.8% |
| Participant deferral / active EE | $4,844 | $3,925+23.4% | $5,048-4.0% | $3,805+27.3% |
| Admin fee / account holder | $42 | $161-74.1% | $8,927-99.5% | $158-73.5% |