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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $49,111 |
REGIONS BANK3 years Service code 28 · EIN 63-0371391 | Investment Management | $41,105 |
MELTON & MELTON LLP5+ years Service code 10 · EIN 74-1550819 | Accounting | $11,063 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $7,812 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $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 | $67,522 | $88,122-23.4% | $141,162-52.2% | $67,579-0.1% |
| Participation rate | 80.6% | 76.5%+4.2pp | 82.5%-1.9pp | 71.3%+9.3pp |
| Annual return | 23.06% | 75.40%-52.3pp | 71.39%-48.3pp | 378.56%-355.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,667 | $5,958-4.9% | $6,709-15.5% | $3,539+60.1% |
| Admin fee / account holder | $199 | $131+52.3% | $10,261-98.1% | $142+40.1% |