See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $237,129 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $69,232 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,530 | $145,877-28.3% | $150,045-30.3% | $102,872+1.6% |
| Participation rate | 93.8% | 79.8%+14.0pp | 82.3%+11.5pp | 73.0%+20.8pp |
| Annual return | 14.71% | 21.37%-6.7pp | 62.55%-47.8pp | 19.06%-4.4pp |
| Employer contribution / active EE | $3,962 | $4,710-15.9% | $4,693-15.6% | $3,526+12.4% |
| Participant deferral / active EE | $9,380 | $9,491-1.2% | $7,997+17.3% | $5,535+69.5% |
| Admin fee / account holder | $103 | $176-41.5% | $13,435-99.2% | $292-64.8% |