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: SHAREBUILDER Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $12,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,393 | $89,739-61.7% | $149,718-77.0% | $62,292-44.8% |
| Participation rate | 53.0% | 85.1%-32.1pp | 87.1%-34.0pp | 69.5%-16.5pp |
| Annual return | 18.84% | 21.01%-2.2pp | 1501.63%-1482.8pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,364 | $3,233-57.8% | $5,445-74.9% | $2,042-33.2% |
| Participant deferral / active EE | $2,492 | $4,797-48.0% | $6,569-62.1% | $3,169-21.4% |
| Admin fee / account holder | $149 | $551-73.0% | $11,283-98.7% | $479-68.9% |