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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $93,459 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $42,759 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $5,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,428 | $129,021-28.4% | $184,203-49.8% | $77,643+19.0% |
| Participation rate | 60.6% | 87.3%-26.7pp | 86.8%-26.2pp | 70.6%-10.0pp |
| Annual return | 16.59% | 33.27%-16.7pp | 28.81%-12.2pp | 31.24%-14.6pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,525 | $7,297+3.1% | $9,131-17.6% | $4,647+61.9% |
| Admin fee / account holder | $157 | $254-38.2% | $13,901-98.9% | $430-63.5% |