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 7-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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $22,403 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,322 | $53,165+11.6% | $86,188-31.2% | $74,419-20.3% |
| Participation rate | 97.7% | 64.9%+32.9pp | 69.0%+28.8pp | 70.7%+27.0pp |
| Annual return | 29.15% | 22.64%+6.5pp | 1168.45%-1139.3pp | 34.38%-5.2pp |
| Employer contribution / active EE | $205 | $1,210-83.0% | $2,380-91.4% | $2,637-92.2% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $23 | $551-95.8% | $6,852-99.7% | $348-93.3% |