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 | $30,371 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,995 |
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 | $112,453 | $86,655+29.8% | $119,609-6.0% | $66,914+68.1% |
| Participation rate | 76.8% | 75.6%+1.2pp | 79.3%-2.5pp | 69.8%+7.0pp |
| Annual return | -15.59% | -8.00%-7.6pp | -14.97%-0.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,604 | $2,536+2.7% | $4,232-38.5% | $2,544+2.4% |
| Participant deferral / active EE | $5,141 | $4,358+18.0% | $5,602-8.2% | $4,237+21.3% |
| Admin fee / account holder | $190 | $755-74.8% | $10,323-98.2% | $593-68.0% |