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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $104,574 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $41,182 |
SWEENEY CONRAD, P.S.8+ years Filed as: SWEENEY CONRAD P.S. Service code 10 · EIN 91-1301672 | Accounting | $16,500 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $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 | $76,838 | $42,353+81.4% | $79,550-3.4% | $64,808+18.6% |
| Participation rate | 96.1% | 64.8%+31.4pp | 69.5%+26.6pp | 71.5%+24.7pp |
| Annual return | -16.24% | -12.24%-4.0pp | 0.16%-16.4pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,827 | $1,181+54.7% | $2,413-24.3% | $2,506-27.1% |
| Participant deferral / active EE | $6,423 | $3,170+102.6% | $3,985+61.2% | $4,310+49.0% |
| Admin fee / account holder | $213 | $160+33.3% | $6,832-96.9% | $188+13.2% |