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.2 years Filed as: CHARLES SCHWAB & CO. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $30,613 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,202 | $76,774-45.0% | $112,228-62.4% | $77,904-45.8% |
| Participation rate | 99.9% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | 0.19% | -10.25%+10.4pp | 27.45%-27.3pp | 12.21%-12.0pp |
| Employer contribution / active EE | $696 | $3,977-82.5% | $3,635-80.9% | $2,848-75.6% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $9 | $239-96.2% | $6,410-99.9% | $133-93.2% |