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 | $18,992 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,856 |
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $6,260 |
CHARLES SCHWAB & CO., INC.4 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 | $140,376 | $72,607+93.3% | $90,749+54.7% | $66,914+109.8% |
| Participation rate | 81.2% | 73.7%+7.5pp | 75.7%+5.5pp | 69.8%+11.4pp |
| Annual return | -15.93% | -12.28%-3.6pp | -12.16%-3.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,291 | $2,369-3.3% | $2,921-21.6% | $2,544-9.9% |
| Participant deferral / active EE | $5,933 | $3,977+49.2% | $4,564+30.0% | $4,237+40.0% |
| Admin fee / account holder | $197 | $707-72.1% | $8,445-97.7% | $593-66.7% |