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 | $6,942 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $1,586 |
CHARLES SCHWAB & CO., INC.7 years Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES TRUST SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,671 | $84,487-43.6% | $125,339-62.0% | $66,914-28.8% |
| Participation rate | 62.6% | 76.4%-13.8pp | 82.4%-19.7pp | 69.8%-7.2pp |
| Annual return | -15.22% | -8.39%-6.8pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,770 | $3,553-50.2% | $4,814-63.2% | $2,544-30.4% |
| Participant deferral / active EE | $3,728 | $6,781-45.0% | $7,446-49.9% | $4,237-12.0% |
| Admin fee / account holder | $35 | $685-94.9% | $10,010-99.6% | $593-94.1% |