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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $74,052 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $42,419 |
SWEENEY CONRAD, P.S.9+ years Filed as: SWEENEY CONRAD P.S. Service code 10 · EIN 91-1301672 | Accounting | $19,570 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $7 |
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 | $81,963 | $53,165+54.2% | $86,188-4.9% | $74,419+10.1% |
| Participation rate | 96.9% | 64.9%+32.1pp | 69.0%+28.0pp | 70.7%+26.2pp |
| Annual return | 16.23% | 22.64%-6.4pp | 1168.45%-1152.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,407 | $1,210+16.3% | $2,380-40.9% | $2,637-46.6% |
| Participant deferral / active EE | $6,142 | $3,234+89.9% | $3,985+54.1% | $4,528+35.6% |
| Admin fee / account holder | $179 | $551-67.5% | $6,852-97.4% | $348-48.5% |