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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,609 | $110,299-27.8% | $102,423-22.3% | $199,593-60.1% |
| Participation rate | 96.2% | 86.3%+9.9pp | 76.5%+19.7pp | 72.0%+24.2pp |
| Annual return | 14.77% | 35.73%-21.0pp | 29.32%-14.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $2,766 | $3,603-23.2% | $3,023-8.5% | $3,034-8.8% |
| Participant deferral / active EE | $6,143 | $6,376-3.6% | $5,053+21.6% | $5,087+20.8% |
| Admin fee / account holder | $0 | $122-100.0% | $9,451-100.0% | $269-100.0% |