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.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $1,007 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK/ TRUST COMPANY Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $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 | $56,184 | $75,183-25.3% | $123,892-54.7% | $55,167+1.8% |
| Participation rate | 79.8% | 72.8%+6.9pp | 81.4%-1.7pp | 69.0%+10.8pp |
| Annual return | 17.55% | 19.01%-1.5pp | 47.52%-30.0pp | 169.23%-151.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $10,020 | $5,084+97.1% | $5,984+67.4% | $3,054+228.1% |
| Admin fee / account holder | $2 | $663-99.7% | $8,357-100.0% | $504-99.6% |