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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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,385 | $66,302+31.8% | $110,238-20.7% | $56,287+55.2% |
| Participation rate | 90.6% | 74.9%+15.6pp | 79.8%+10.7pp | 69.9%+20.7pp |
| Annual return | -6.90% | -1.18%-5.7pp | 314.74%-321.6pp | -9.96%+3.1pp |
| Employer contribution / active EE | $2,290 | $2,047+11.8% | $3,826-40.2% | $2,111+8.5% |
| Participant deferral / active EE | $4,852 | $3,381+43.5% | $4,672+3.9% | $3,350+44.9% |
| Admin fee / account holder | $4 | $698-99.4% | $8,547-100.0% | $521-99.2% |