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 8-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.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,514 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,340 | $69,823-55.1% | $77,163-59.4% | $74,419-57.9% |
| Participation rate | 92.8% | 70.0%+22.8pp | 69.6%+23.2pp | 70.7%+22.1pp |
| Annual return | 16.50% | 19.98%-3.5pp | 37.87%-21.4pp | 34.38%-17.9pp |
| Employer contribution / active EE | $3,820 | $2,150+77.7% | $2,535+50.7% | $2,637+44.8% |
| Participant deferral / active EE | $3,960 | $3,558+11.3% | $3,833+3.3% | $4,528-12.5% |
| Admin fee / account holder | $18 | $398-95.6% | $5,472-99.7% | $348-95.0% |