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 BANK Service code 18 | Shareholder servicing fees; Custodial... | $3,745 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK/ TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Float rev... | $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 | $64,939 | $80,753-19.6% | $136,294-52.4% | $62,292+4.2% |
| Participation rate | 85.2% | 73.5%+11.7pp | 81.9%+3.3pp | 69.5%+15.7pp |
| Annual return | 19.44% | 35.83%-16.4pp | 5155.94%-5136.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $2,658 | $2,884-7.8% | $4,695-43.4% | $2,042+30.2% |
| Participant deferral / active EE | $10,380 | $5,164+101.0% | $6,247+66.2% | $3,169+227.5% |
| Admin fee / account holder | $8 | $525-98.4% | $9,243-99.9% | $479-98.2% |