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 | $41,484 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $7,210 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,762 | $121,341+17.7% | $189,513-24.7% | $79,386+79.8% |
| Participation rate | 90.8% | 86.1%+4.7pp | 87.8%+3.0pp | 70.7%+20.1pp |
| Annual return | 12.42% | 21.08%-8.7pp | 555.15%-542.7pp | 116.85%-104.4pp |
| Employer contribution / active EE | $3,826 | $3,915-2.3% | $6,162-37.9% | $2,427+57.6% |
| Participant deferral / active EE | $4,371 | $6,395-31.7% | $8,221-46.8% | $4,046+8.0% |
| Admin fee / account holder | $248 | $651-61.9% | $12,045-97.9% | $626-60.3% |