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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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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $146,114 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 28 · EIN 33-0818667 | Investment Management | $58,000 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $18,400 |
INVESCO5+ years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 58-1707262 | Investment Management | $11,070 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,208 | $73,125+37.0% | $125,175-19.9% | $77,787+28.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 79.8%+5.9pp | 73.2%+12.5pp |
| Annual return | 19.37% | 24.71%-5.3pp | 43.79%-24.4pp | 32.57%-13.2pp |
| Employer contribution / active EE | $3,696 | $2,413+53.2% | $3,865-4.4% | $2,504+47.6% |
| Participant deferral / active EE | $5,409 | $3,966+36.4% | $4,937+9.6% | $3,967+36.3% |
| Admin fee / account holder | $184 | $89+105.9% | $9,702-98.1% | $100+83.9% |