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 8-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 27 · EIN 59-3766965 | Advisory (Plan) | $5,844 |
Service code 15 · EIN 31-1360674 | Recordkeeping | $2,125 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | Investment Management | $367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,215 | $34,677-18.6% | $77,024-63.4% | $64,808-56.5% |
| Participation rate | 11.8% | 49.8%-38.0pp | 67.9%-56.1pp | 71.5%-59.7pp |
| Annual return | -17.91% | -5.33%-12.6pp | 42.32%-60.2pp | 32.82%-50.7pp |
| Employer contribution / active EE | $314 | $1,370-77.1% | $2,812-88.8% | $2,506-87.5% |
| Participant deferral / active EE | $659 | $2,556-74.2% | $4,426-85.1% | $4,310-84.7% |
| Admin fee / account holder | $194 | $179+8.6% | $5,425-96.4% | $188+3.2% |