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.7+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $25,453 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,122 | $185,342-58.9% | $111,297-31.6% | $86,799-12.3% |
| Participation rate | 79.4% | 81.0%-1.6pp | 77.3%+2.1pp | 72.3%+7.1pp |
| Annual return | 16.88% | 500.80%-483.9pp | 54.65%-37.8pp | 97.91%-81.0pp |
| Employer contribution / active EE | $2,402 | $2,246+6.9% | $2,731-12.0% | $2,405-0.1% |
| Participant deferral / active EE | $3,181 | $4,458-28.6% | $4,487-29.1% | $4,131-23.0% |
| Admin fee / account holder | $234 | $255-8.6% | $7,964-97.1% | $170+37.8% |