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.3+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,998 | $89,739+49.3% | $149,718-10.5% | $62,292+115.1% |
| Participation rate | 92.7% | 85.1%+7.6pp | 87.1%+5.7pp | 69.5%+23.2pp |
| Annual return | 14.72% | 21.01%-6.3pp | 1501.63%-1486.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $4,154 | $3,233+28.5% | $5,445-23.7% | $2,042+103.4% |
| Participant deferral / active EE | $5,579 | $4,797+16.3% | $6,569-15.1% | $3,169+76.1% |
| Admin fee / account holder | $14 | $551-97.4% | $11,283-99.9% | $479-97.1% |