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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $3,658 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $307 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO.INC. 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 | $104,250 | $136,307-23.5% | $177,821-41.4% | $73,488+41.9% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.7%+8.6pp | 70.7%+25.6pp |
| Annual return | 13.99% | 18.68%-4.7pp | 48.32%-34.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,888 | $3,712-22.2% | $5,918-51.2% | $2,270+27.2% |
| Participant deferral / active EE | $6,753 | $5,829+15.9% | $7,714-12.5% | $3,740+80.6% |
| Admin fee / account holder | $20 | $596-96.6% | $12,427-99.8% | $513-96.1% |