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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 | $44,865 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $31,484 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 50 · EIN 82-3967259 | Direct Payment | $0 |
Employer contribution per participant 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 | $45,231 | $72,254-37.4% | $86,677-47.8% | $64,808-30.2% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.6%+13.5pp | 71.5%+18.6pp |
| Annual return | -14.99% | 392.42%-407.4pp | 35.91%-50.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $618 | $2,393-74.2% | $2,836-78.2% | $2,506-75.3% |
| Participant deferral / active EE | $3,424 | $4,658-26.5% | $4,656-26.4% | $4,310-20.6% |
| Admin fee / account holder | $238 | $174+36.8% | $7,493-96.8% | $188+26.7% |