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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $4,022 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 | Shareholder servicing fees; Custodial... | $2,495 |
CHARLES SCHWAB & CO., INC.6+ 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 | $73,723 | $100,801-26.9% | $149,696-50.8% | $73,409+0.4% |
| Participation rate | 94.2% | 77.7%+16.5pp | 82.5%+11.7pp | 72.2%+22.1pp |
| Annual return | 15.11% | 265.34%-250.2pp | 276.60%-261.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $3,054 | $3,312-7.8% | $4,644-34.2% | $2,234+36.7% |
| Participant deferral / active EE | $12,309 | $6,404+92.2% | $6,842+79.9% | $3,805+223.5% |
| Admin fee / account holder | $4 | $181-98.0% | $9,309-100.0% | $158-97.7% |