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 |
|---|---|---|
REGIONS BANK8 years Service code 28 · EIN 63-0371391 | Investment Management | $35,326 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,561 |
MELTON & MELTON LLP10+ years Service code 10 · EIN 74-1550819 | Accounting | $27,824 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $3,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,999 | $101,317-42.8% | $146,958-60.5% | $74,495-22.1% |
| Participation rate | 51.5% | 75.5%-24.0pp | 82.2%-30.7pp | 67.2%-15.7pp |
| Annual return | 14.47% | 8730.91%-8716.4pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $965 | $3,810-74.7% | $4,933-80.4% | $2,623-63.2% |
| Participant deferral / active EE | $5,062 | $7,303-30.7% | $8,070-37.3% | $4,346+16.5% |
| Admin fee / account holder | $189 | $1,739-89.1% | $12,998-98.5% | $1,942-90.2% |