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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.
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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 26 · EIN 27-0896966 | Advisory (Participants) | $8,193 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $139 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,733 | $100,801+46.6% | $149,696-1.3% | $73,409+101.2% |
| Participation rate | 47.7% | 77.7%-30.0pp | 82.5%-34.8pp | 72.2%-24.5pp |
| Annual return | 21.40% | 265.34%-243.9pp | 276.60%-255.2pp | 59.29%-37.9pp |
| Employer contribution / active EE | $1 | $3,312-100.0% | $4,644-100.0% | $2,234-99.9% |
| Participant deferral / active EE | $7,302 | $6,404+14.0% | $6,842+6.7% | $3,805+91.9% |
| Admin fee / account holder | $10 | $181-94.7% | $9,309-99.9% | $158-93.9% |