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.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
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 | $37,533 | $63,114-40.5% | $92,893-59.6% | $65,185-42.4% |
| Participation rate | 76.4% | 68.8%+7.6pp | 76.0%+0.4pp | 70.2%+6.2pp |
| Annual return | 23.02% | 28.75%-5.7pp | 109.41%-86.4pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,008 | $2,571-21.9% | $3,653-45.0% | $2,177-7.7% |
| Participant deferral / active EE | $3,006 | $3,108-3.3% | $4,236-29.0% | $3,514-14.5% |
| Admin fee / account holder | $12 | $624-98.1% | $5,794-99.8% | $847-98.6% |