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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,221 |
REGIONS BANK1 year Service code 28 · EIN 63-0371391 | Investment Management | $24,639 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,947 | $71,516+27.2% | $98,439-7.6% | $71,457+27.3% |
| Participation rate | 95.2% | 72.7%+22.5pp | 75.2%+20.0pp | 67.9%+27.2pp |
| Annual return | 17.44% | 32.41%-15.0pp | 21.16%-3.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $5,709 | $2,399+138.0% | $3,048+87.3% | $2,588+120.6% |
| Participant deferral / active EE | $8,781 | $4,109+113.7% | $4,738+85.3% | $4,289+104.7% |
| Admin fee / account holder | $268 | $1,675-84.0% | $8,948-97.0% | $1,587-83.1% |