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.5 years Filed as: CHARLES SCHWAB RETIREMENT PLAN SERV Service code 15 · EIN 34-1479833 | Recordkeeping | $39,603 |
Filed as: MJM FINANCIAL LLC Service code 11 · EIN 86-0882983 | Actuarial | $23,500 |
Filed as: SAGEVIEW Service code 28 · EIN 33-0818667 | Investment Management | $23,500 |
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 | $387,851 | $120,450+222.0% | $159,436+143.3% | $93,030+316.9% |
| Participation rate | 96.5% | 78.0%+18.5pp | 82.8%+13.7pp | 73.9%+22.6pp |
| Annual return | 15.01% | 27.11%-12.1pp | 263.57%-248.6pp | 158.70%-143.7pp |
| Employer contribution / active EE | $14,399 | $3,526+308.4% | $4,829+198.2% | $2,706+432.2% |
| Participant deferral / active EE | $15,962 | $7,283+119.2% | $7,352+117.1% | $4,562+249.9% |
| Admin fee / account holder | $28 | $137-79.2% | $10,799-99.7% | $152-81.2% |