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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 7-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 27 · EIN 59-3766965 | Advisory (Plan) | $11,401 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $10,263 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 50 · EIN 82-3967259 | Direct Payment | $0 |
Annual investment return 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 | $39,266 | $79,013-50.3% | $100,391-60.9% | $74,495-47.3% |
| Participation rate | 92.5% | 79.5%+13.0pp | 81.5%+11.0pp | 67.2%+25.3pp |
| Annual return | 13.24% | 20.41%-7.2pp | 49.20%-36.0pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,691 | $3,021-44.0% | $3,942-57.1% | $2,623-35.5% |
| Participant deferral / active EE | $4,403 | $7,760-43.3% | $8,082-45.5% | $4,346+1.3% |
| Admin fee / account holder | $120 | $1,320-90.9% | $7,899-98.5% | $1,942-93.8% |