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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $199,016 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 · EIN 33-0818667 | Investment Management | $65,007 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $34,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,077 | $84,000-38.0% | $119,609-56.5% | $77,904-33.2% |
| Participation rate | 86.8% | 77.8%+9.0pp | 79.3%+7.5pp | 73.7%+13.1pp |
| Annual return | -15.75% | -11.59%-4.2pp | -14.97%-0.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $2,869 | $2,907-1.3% | $4,232-32.2% | $2,848+0.8% |
| Participant deferral / active EE | $4,332 | $4,705-7.9% | $5,602-22.7% | $4,806-9.9% |
| Admin fee / account holder | $129 | $116+11.2% | $10,323-98.8% | $133-2.9% |