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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $12,941 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $11,697 |
MONETA GROUP LLC6 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $5,377 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,851 | $84,556+154.1% | $116,228+84.9% | $74,304+189.2% |
| Participation rate | 80.9% | 66.0%+14.8pp | 74.6%+6.3pp | 60.3%+20.5pp |
| Annual return | 16.17% | 18.35%-2.2pp | 90.06%-73.9pp | 29.43%-13.3pp |
| Employer contribution / active EE | $3,056 | $2,168+41.0% | $2,994+2.0% | $2,241+36.3% |
| Participant deferral / active EE | $7,447 | $3,814+95.2% | $4,953+50.4% | $3,767+97.7% |
| Admin fee / account holder | $140 | $3,792-96.3% | $11,989-98.8% | $2,969-95.3% |