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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.
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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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,950 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $48,399 |
Employer contribution per participant 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 | $60,546 | $129,021-53.1% | $184,203-67.1% | $77,643-22.0% |
| Participation rate | 97.4% | 87.3%+10.1pp | 86.8%+10.6pp | 70.6%+26.8pp |
| Annual return | 14.44% | 33.27%-18.8pp | 28.81%-14.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $870 | $4,413-80.3% | $6,427-86.5% | $2,726-68.1% |
| Participant deferral / active EE | $7,063 | $7,297-3.2% | $9,131-22.6% | $4,647+52.0% |
| Admin fee / account holder | $150 | $254-40.9% | $13,901-98.9% | $430-65.1% |