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 & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $779,791 | $71,802+986.0% | $133,980+482.0% | $57,658+1252.4% |
| Participation rate | 99.6% | 85.5%+14.1pp | 87.1%+12.5pp | 70.2%+29.4pp |
| Annual return | 14.66% | 13.51%+1.2pp | 29.30%-14.6pp | 5.13%+9.5pp |
| Employer contribution / active EE | $30,112 | $3,161+852.5% | $5,211+477.8% | $1,974+1425.6% |
| Participant deferral / active EE | $13,804 | $4,606+199.7% | $6,282+119.7% | $3,061+351.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |