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.2 years Filed as: CHARLES SCHWAB Service code 27 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Advisory (Plan) | $22,090 |
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 | $40,288 | $78,485-48.7% | $106,213-62.1% | $74,495-45.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 0.35% | 15.95%-15.6pp | 116.14%-115.8pp | 1364.94%-1364.6pp |
| Employer contribution / active EE | $1,804 | $2,523-28.5% | $3,171-43.1% | $2,623-31.2% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $142 | $2,232-93.7% | $11,033-98.7% | $1,942-92.7% |