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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $206,264 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $98,855 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $42,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $24,269 |
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 | $84,808 | $2,679,533-96.8% | $164,813-48.5% | $199,593-57.5% |
| Participation rate | 95.8% | 78.3%+17.5pp | 78.6%+17.2pp | 72.0%+23.8pp |
| Annual return | 13.04% | 17.93%-4.9pp | 69.93%-56.9pp | 34.25%-21.2pp |
| Employer contribution / active EE | $5,192 | $2,970+74.8% | $4,341+19.6% | $3,034+71.1% |
| Participant deferral / active EE | $7,749 | $5,010+54.7% | $6,031+28.5% | $5,087+52.3% |
| Admin fee / account holder | $198 | $1,982-90.0% | $12,690-98.4% | $269-26.2% |