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.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Investmen... | $4,285 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,496 | $52,406+139.5% | $129,207-2.9% | $74,495+68.5% |
| Participation rate | 94.4% | 53.8%+40.6pp | 69.6%+24.8pp | 67.2%+27.2pp |
| Annual return | 16.50% | 15.66%+0.8pp | 9417.33%-9400.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $4,094 | $1,531+167.5% | $4,153-1.4% | $2,623+56.1% |
| Participant deferral / active EE | $7,565 | $2,794+170.7% | $4,168+81.5% | $4,346+74.1% |
| Admin fee / account holder | $1 | $2,633-99.9% | $7,715-100.0% | $1,942-99.9% |