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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 31-1360674 | Contract Administrator | $55,732 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,241 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,388 | $82,978+23.4% | $129,995-21.2% | $71,457+43.3% |
| Participation rate | 81.9% | 74.1%+7.8pp | 78.5%+3.4pp | 67.9%+13.9pp |
| Annual return | 12.89% | 20.60%-7.7pp | -137.18%+150.1pp | 28.85%-16.0pp |
| Employer contribution / active EE | $2,982 | $2,622+13.8% | $4,320-31.0% | $2,588+15.3% |
| Participant deferral / active EE | $6,212 | $4,432+40.2% | $5,820+6.7% | $4,289+44.8% |
| Admin fee / account holder | $298 | $1,729-82.8% | $10,614-97.2% | $1,587-81.2% |