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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $110,485 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $38,816 |
SWEENEY CONRAD, P.S.6+ years Filed as: SWEENEY CONRAD P.S. Service code 10 · EIN 91-1301672 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,829 | $64,286-10.0% | $90,951-36.4% | $73,409-21.2% |
| Participation rate | 97.3% | 63.6%+33.7pp | 69.0%+28.3pp | 72.2%+25.1pp |
| Annual return | 12.26% | 21.45%-9.2pp | 134.60%-122.3pp | 59.29%-47.0pp |
| Employer contribution / active EE | $447 | $895-50.0% | $2,122-78.9% | $2,234-80.0% |
| Participant deferral / active EE | $2,937 | $2,453+19.7% | $3,373-12.9% | $3,805-22.8% |
| Admin fee / account holder | $147 | $287-48.9% | $5,959-97.5% | $158-7.1% |