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 | $44,521 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $35,810 |
CHARLES SCHWAB & CO., INC.4 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 | $59,313 | $88,890-33.3% | $102,423-42.1% | $77,643-23.6% |
| Participation rate | 91.4% | 80.9%+10.5pp | 76.5%+15.0pp | 70.6%+20.9pp |
| Annual return | 12.62% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,847 | $2,698-31.5% | $3,023-38.9% | $2,726-32.2% |
| Participant deferral / active EE | $4,369 | $5,145-15.1% | $5,053-13.5% | $4,647-6.0% |
| Admin fee / account holder | $259 | $235+10.1% | $9,451-97.3% | $430-39.8% |