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 TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $3,904 |
CHARLES SCHWAB & CO., INC.7+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,138 | $61,052+78.8% | $142,863-23.6% | $79,386+37.5% |
| Participation rate | 83.0% | 60.1%+22.9pp | 71.9%+11.0pp | 70.7%+12.3pp |
| Annual return | 20.05% | 16.02%+4.0pp | 5637.54%-5617.5pp | 116.85%-96.8pp |
| Employer contribution / active EE | $2,883 | $1,481+94.7% | $4,144-30.4% | $2,427+18.8% |
| Participant deferral / active EE | $5,416 | $2,879+88.1% | $3,837+41.2% | $4,046+33.9% |
| Admin fee / account holder | $2 | $659-99.7% | $6,560-100.0% | $626-99.7% |