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 |
|---|---|---|
Service code 13 · EIN 31-1360674 | Contract Administrator | $31,560 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $28,851 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,303 |
CHARLES SCHWAB & CO., INC.9 years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,420 | $88,083+4.9% | $164,813-43.9% | $74,495+24.1% |
| Participation rate | 81.5% | 73.0%+8.5pp | 78.6%+2.9pp | 67.2%+14.3pp |
| Annual return | 11.88% | 17.26%-5.4pp | 69.93%-58.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $3,197 | $2,593+23.3% | $4,341-26.4% | $2,623+21.9% |
| Participant deferral / active EE | $6,711 | $4,498+49.2% | $6,031+11.3% | $4,346+54.4% |
| Admin fee / account holder | $336 | $2,234-85.0% | $12,690-97.4% | $1,942-82.7% |