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.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,984 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,174 | $84,936+62.7% | $111,297+24.1% | $79,386+74.1% |
| Participation rate | 78.3% | 75.9%+2.4pp | 77.3%+1.0pp | 70.7%+7.6pp |
| Annual return | 13.44% | 17.45%-4.0pp | 54.65%-41.2pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,589 | $1,979-19.7% | $2,731-41.8% | $2,427-34.6% |
| Participant deferral / active EE | $6,417 | $3,888+65.0% | $4,487+43.0% | $4,046+58.6% |
| Admin fee / account holder | $6 | $537-98.8% | $7,964-99.9% | $626-99.0% |