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.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $74,431 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $43,691 |
SWEENEY CONRAD, P.S.10+ years Filed as: SWEENEY CONRAD P.S. Service code 10 · EIN 91-1301672 | Accounting | $21,630 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,417 | $54,193+65.0% | $93,606-4.5% | $77,643+15.2% |
| Participation rate | 97.1% | 63.9%+33.2pp | 68.7%+28.4pp | 70.6%+26.6pp |
| Annual return | 13.22% | 30.54%-17.3pp | 133.20%-120.0pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,479 | $1,168+26.6% | $2,420-38.9% | $2,726-45.7% |
| Participant deferral / active EE | $5,864 | $3,144+86.5% | $4,411+32.9% | $4,647+26.2% |
| Admin fee / account holder | $183 | $576-68.2% | $8,285-97.8% | $430-57.5% |