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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
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 | $111,564 | $81,474+36.9% | $133,956-16.7% | $73,488+51.8% |
| Participation rate | 95.2% | 76.4%+18.8pp | 79.8%+15.3pp | 70.7%+24.5pp |
| Annual return | 12.94% | 19.40%-6.5pp | 45.09%-32.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $842 | $2,209-61.9% | $3,919-78.5% | $2,270-62.9% |
| Participant deferral / active EE | $6,169 | $3,786+62.9% | $5,048+22.2% | $3,740+65.0% |
| Admin fee / account holder | $13 | $713-98.2% | $8,927-99.9% | $513-97.5% |