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 | $39,936 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $30,177 |
Service code 10 · EIN 31-0800053 | Accounting | $5,900 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 50 · EIN 82-3967259 | Direct Payment | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,225 | $99,078-44.3% | $96,544-42.8% | $74,419-25.8% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.0%+14.5pp | 70.7%+19.8pp |
| Annual return | 15.91% | 22.48%-6.6pp | 25.84%-9.9pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,687 | $2,570-34.4% | $2,965-43.1% | $2,637-36.0% |
| Participant deferral / active EE | $4,093 | $4,933-17.0% | $4,851-15.6% | $4,528-9.6% |
| Admin fee / account holder | $247 | $225+9.9% | $8,252-97.0% | $348-29.1% |