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 3-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 12 · EIN 47-0098400 | Recordkeeping fees; Other fees; Parti... | $11,057 |
Service code 19 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,046 | $26,114-92.2% | $58,482-96.5% | $74,419-97.3% |
| Participation rate | 42.9% | 32.1%+10.8pp | 50.9%-7.9pp | 70.7%-27.8pp |
| Annual return | 26.24% | 32.51%-6.3pp | 4239.32%-4213.1pp | 34.38%-8.1pp |
| Employer contribution / active EE | $128 | $536-76.0% | $1,053-87.8% | $2,637-95.1% |
| Participant deferral / active EE | $562 | $1,075-47.7% | $1,924-70.8% | $4,528-87.6% |
| Admin fee / account holder | $58 | $649-91.1% | $2,516-97.7% | $348-83.4% |