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.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,571 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,505 | $79,171+87.6% | $102,423+45.0% | $74,495+99.4% |
| Participation rate | 65.0% | 74.8%-9.8pp | 76.5%-11.5pp | 67.2%-2.2pp |
| Annual return | 12.42% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,221 | $2,362-6.0% | $3,023-26.5% | $2,623-15.3% |
| Participant deferral / active EE | $6,572 | $4,415+48.8% | $5,053+30.1% | $4,346+51.2% |
| Admin fee / account holder | $197 | $2,001-90.1% | $9,451-97.9% | $1,942-89.8% |