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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW Service code 28 · EIN 33-0818667 | Investment Management | $106,011 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB RETIREMENT PLAN SERV Service code 15 · EIN 34-1479833 | Recordkeeping | $86,124 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,837 | $122,186+226.4% | $146,958+171.4% | $199,593+99.8% |
| Participation rate | 96.3% | 78.3%+18.1pp | 82.2%+14.2pp | 72.0%+24.4pp |
| Annual return | 14.67% | 30.56%-15.9pp | 418.34%-403.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $10,619 | $4,093+159.4% | $4,933+115.3% | $3,034+250.0% |
| Participant deferral / active EE | $19,331 | $8,502+127.4% | $8,070+139.5% | $5,087+280.0% |
| Admin fee / account holder | $54 | $179-69.5% | $12,998-99.6% | $269-79.7% |