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 BANK Service code 18 | Custodial (other than securities); Sh... | $3,745 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
CHARLES SCHWAB & CO., INC.4+ 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 | $54,530 | $73,102-25.4% | $123,544-55.9% | $56,287-3.1% |
| Participation rate | 90.5% | 74.3%+16.2pp | 82.3%+8.2pp | 69.9%+20.6pp |
| Annual return | -2.26% | 3.01%-5.3pp | 119.20%-121.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $2,673 | $2,977-10.2% | $4,628-42.2% | $2,111+26.6% |
| Participant deferral / active EE | $9,519 | $5,423+75.5% | $6,426+48.1% | $3,350+184.2% |
| Admin fee / account holder | $4 | $554-99.3% | $9,284-100.0% | $521-99.2% |