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 |
|---|---|---|
TRI-AD ACTUARIES, INC.3+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $5,640 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $83,762 | $89,739-6.7% | $149,718-44.1% | $62,292+34.5% |
| Participation rate | 74.5% | 85.1%-10.6pp | 87.1%-12.6pp | 69.5%+5.0pp |
| Annual return | 16.10% | 21.01%-4.9pp | 1501.63%-1485.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $2,007 | $3,233-37.9% | $5,445-63.1% | $2,042-1.7% |
| Participant deferral / active EE | $4,404 | $4,797-8.2% | $6,569-33.0% | $3,169+39.0% |
| Admin fee / account holder | $43 | $551-92.2% | $11,283-99.6% | $479-91.1% |