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 3-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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,265 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $15,500 |
DORSETT, CHRISTOPHER ROBERT2+ years Service code 28 · EIN 53-4889237 | Investment Management | $8,435 |
Annual investment return 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 | $178,404 | $106,028+68.3% | $146,958+21.4% | $77,643+129.8% |
| Participation rate | 88.2% | 78.4%+9.9pp | 82.2%+6.1pp | 70.6%+17.7pp |
| Annual return | -20.05% | 56.73%-76.8pp | 418.34%-438.4pp | 31.24%-51.3pp |
| Employer contribution / active EE | $11,505 | $4,063+183.2% | $4,933+133.2% | $2,726+322.1% |
| Participant deferral / active EE | $8,806 | $7,990+10.2% | $8,070+9.1% | $4,647+89.5% |
| Admin fee / account holder | $108 | $337-68.0% | $12,998-99.2% | $430-74.9% |