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.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,746 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $762 |
CHARLES SCHWAB & CO., INC.11+ 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 | $120,767 | $65,561+84.2% | $91,541+31.9% | $74,304+62.5% |
| Participation rate | 54.6% | 56.6%-2.0pp | 69.8%-15.2pp | 60.3%-5.8pp |
| Annual return | 14.68% | 17.68%-3.0pp | 20.50%-5.8pp | 29.43%-14.8pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,576 | $2,918+22.6% | $4,008-10.8% | $3,767-5.1% |
| Admin fee / account holder | $6 | $3,333-99.8% | $6,956-99.9% | $2,969-99.8% |