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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $4,175 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $1,221 |
CHARLES SCHWAB & CO., INC.5 years Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
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.
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 | $47,052 | $99,957-52.9% | $149,696-68.6% | $73,488-36.0% |
| Participation rate | 68.8% | 75.7%-7.0pp | 82.5%-13.7pp | 70.7%-1.9pp |
| Annual return | 14.17% | 53.87%-39.7pp | 276.60%-262.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,632 | $3,191-48.9% | $4,644-64.9% | $2,270-28.1% |
| Participant deferral / active EE | $3,288 | $6,073-45.9% | $6,842-51.9% | $3,740-12.1% |
| Admin fee / account holder | $23 | $551-95.8% | $9,309-99.8% | $513-95.5% |