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 | $9,292 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $7,656 |
STEELE CAPITAL MANAGEMENT, INC.10+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $6,593 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $41 |
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 | $403,009 | $101,317+297.8% | $146,958+174.2% | $74,495+441.0% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.2%+6.7pp | 67.2%+21.7pp |
| Annual return | 14.08% | 8730.91%-8716.8pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $13,691 | $3,810+259.3% | $4,933+177.5% | $2,623+422.0% |
| Participant deferral / active EE | $11,281 | $7,303+54.5% | $8,070+39.8% | $4,346+159.6% |
| Admin fee / account holder | $101 | $1,739-94.2% | $12,998-99.2% | $1,942-94.8% |