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 9-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 Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $160 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $947,685 | $121,341+681.0% | $189,513+400.1% | $79,386+1093.8% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.8%+9.2pp | 70.7%+26.3pp |
| Annual return | 17.32% | 21.08%-3.8pp | 555.15%-537.8pp | 116.85%-99.5pp |
| Employer contribution / active EE | $9,064 | $3,915+131.5% | $6,162+47.1% | $2,427+273.4% |
| Participant deferral / active EE | $15,948 | $6,395+149.4% | $8,221+94.0% | $4,046+294.2% |
| Admin fee / account holder | $32 | $651-95.1% | $12,045-99.7% | $626-94.9% |