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.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,142 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $554 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,504 | $62,127+68.2% | $81,382+28.4% | $74,495+40.3% |
| Participation rate | 52.9% | 64.0%-11.1pp | 69.5%-16.6pp | 67.2%-14.3pp |
| Annual return | 14.57% | 16.48%-1.9pp | 24.73%-10.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,541 | $3,229+9.7% | $3,883-8.8% | $4,346-18.5% |
| Admin fee / account holder | $4 | $1,934-99.8% | $5,768-99.9% | $1,942-99.8% |