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 8-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: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,483 |
NBT BANCORP NA7 years Service code 21 · EIN 16-1268674 | Bank Trustee | $2,295 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,097 | $50,815-40.8% | $155,509-80.6% | $77,643-61.2% |
| Participation rate | 96.8% | 63.1%+33.6pp | 78.2%+18.6pp | 70.6%+26.2pp |
| Annual return | 16.00% | 34.80%-18.8pp | 64.67%-48.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,314 | $1,993-34.0% | $4,672-71.9% | $2,726-51.8% |
| Participant deferral / active EE | $3,231 | $2,822+14.5% | $5,626-42.6% | $4,647-30.5% |
| Admin fee / account holder | $4 | $437-99.0% | $15,912-100.0% | $430-99.0% |