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 |
|---|---|---|
DORSETT, CHRISTOPHER ROBERT2 years Service code 28 · EIN 53-4889237 | Investment Management | $41,057 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $24,554 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $15,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,401 | $106,028+286.1% | $146,958+178.6% | $77,643+427.3% |
| Participation rate | 88.7% | 78.4%+10.3pp | 82.2%+6.5pp | 70.6%+18.1pp |
| Annual return | -30.70% | 56.73%-87.4pp | 418.34%-449.0pp | 31.24%-61.9pp |
| Employer contribution / active EE | $13,494 | $4,063+232.1% | $4,933+173.5% | $2,726+395.0% |
| Participant deferral / active EE | $14,338 | $7,990+79.4% | $8,070+77.7% | $4,647+208.5% |
| Admin fee / account holder | $204 | $337-39.6% | $12,998-98.4% | $430-52.7% |