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 | $7,578 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,096 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,289 | $66,310+114.6% | $93,606+52.0% | $65,185+118.3% |
| Participation rate | 84.8% | 74.0%+10.9pp | 75.8%+9.0pp | 70.2%+14.6pp |
| Annual return | 19.42% | 42.58%-23.2pp | 32.76%-13.3pp | 29.38%-10.0pp |
| Employer contribution / active EE | $2,130 | $2,012+5.8% | $2,718-21.6% | $2,177-2.2% |
| Participant deferral / active EE | $5,095 | $3,342+52.5% | $4,069+25.2% | $3,514+45.0% |
| Admin fee / account holder | $61 | $6,897-99.1% | $7,888-99.2% | $847-92.8% |