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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 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $697 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,279 | $102,553+214.3% | $151,611+112.6% | $66,914+381.6% |
| Participation rate | 83.9% | 85.5%-1.6pp | 87.5%-3.6pp | 69.8%+14.1pp |
| Annual return | -13.01% | -10.82%-2.2pp | 3.33%-16.3pp | 1.58%-14.6pp |
| Employer contribution / active EE | $10,319 | $4,180+146.8% | $6,166+67.4% | $2,544+305.6% |
| Participant deferral / active EE | $16,243 | $6,641+144.6% | $8,363+94.2% | $4,237+283.4% |
| Admin fee / account holder | $3 | $630-99.5% | $11,616-100.0% | $593-99.4% |