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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $256,703 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $97,171 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,321 | $122,693-41.1% | $184,203-60.7% | $199,593-63.8% |
| Participation rate | 96.2% | 86.8%+9.4pp | 86.8%+9.4pp | 72.0%+24.2pp |
| Annual return | 15.68% | 143.91%-128.2pp | 28.81%-13.1pp | 34.25%-18.6pp |
| Employer contribution / active EE | $3,191 | $4,584-30.4% | $6,427-50.4% | $3,034+5.2% |
| Participant deferral / active EE | $8,274 | $7,990+3.6% | $9,131-9.4% | $5,087+62.7% |
| Admin fee / account holder | $143 | $121+18.9% | $13,901-99.0% | $269-46.7% |