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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $19,220 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $10,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,251 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,463 | $25,302-34.9% | $74,701-78.0% | $67,579-75.6% |
| Participation rate | 93.7% | 37.8%+55.9pp | 54.5%+39.2pp | 71.3%+22.4pp |
| Annual return | 21.11% | 10291.17%-10270.1pp | 752.92%-731.8pp | 378.56%-357.4pp |
| Employer contribution / active EE | $771 | $446+72.7% | $1,084-28.9% | $2,148-64.1% |
| Participant deferral / active EE | $706 | $954-26.0% | $1,964-64.0% | $3,539-80.0% |
| Admin fee / account holder | $51 | $108-52.4% | $3,333-98.5% | $142-64.0% |