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.
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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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $47,771 |
REGIONS BANK4 years Service code 28 · EIN 63-0371391 | Investment Management | $23,862 |
MELTON & MELTON LLP6+ years Service code 10 · EIN 74-1550819 | Accounting | $11,000 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $110 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,868 | $100,801-24.7% | $149,696-49.3% | $73,409+3.3% |
| Participation rate | 64.7% | 77.7%-13.0pp | 82.5%-17.8pp | 72.2%-7.5pp |
| Annual return | 15.68% | 265.34%-249.7pp | 276.60%-260.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,060 | $6,404-21.0% | $6,842-26.0% | $3,805+33.0% |
| Admin fee / account holder | $170 | $181-6.1% | $9,309-98.2% | $158+7.5% |