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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,463 |
REGIONS BANK2 years Service code 28 · EIN 63-0371391 | Investment Management | $30,314 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $58 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,647 | $78,485+39.7% | $106,213+3.2% | $74,495+47.2% |
| Participation rate | 97.7% | 72.8%+24.9pp | 75.3%+22.4pp | 67.2%+30.5pp |
| Annual return | 18.49% | 15.95%+2.5pp | 116.14%-97.6pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $6,230 | $2,523+147.0% | $3,171+96.4% | $2,623+137.5% |
| Participant deferral / active EE | $9,307 | $4,322+115.3% | $5,016+85.5% | $4,346+114.2% |
| Admin fee / account holder | $287 | $2,232-87.1% | $11,033-97.4% | $1,942-85.2% |