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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.
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 | $50,651 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $36,100 |
Service code 10 · EIN 31-0800053 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 50 · EIN 82-3967259 | Direct Payment | $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 | $61,088 | $98,727-38.1% | $113,168-46.0% | $85,563-28.6% |
| Participation rate | 93.2% | 80.8%+12.4pp | 76.6%+16.6pp | 66.0%+27.2pp |
| Annual return | 15.95% | 17.43%-1.5pp | 24.27%-8.3pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,974 | $2,907-32.1% | $2,975-33.7% | $2,654-25.6% |
| Participant deferral / active EE | $4,449 | $5,424-18.0% | $5,107-12.9% | $4,375+1.7% |
| Admin fee / account holder | $321 | $357-10.0% | $12,068-97.3% | $834-61.5% |