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.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $1,915 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.9 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES TRUST SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,640 | $101,317-47.1% | $146,958-63.5% | $74,495-28.0% |
| Participation rate | 63.2% | 75.5%-12.3pp | 82.2%-19.0pp | 67.2%-4.0pp |
| Annual return | 9.21% | 8730.91%-8721.7pp | 418.34%-409.1pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $2,047 | $3,810-46.3% | $4,933-58.5% | $2,623-21.9% |
| Participant deferral / active EE | $4,361 | $7,303-40.3% | $8,070-46.0% | $4,346+0.3% |
| Admin fee / account holder | $30 | $1,739-98.3% | $12,998-99.8% | $1,942-98.5% |