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.6 years Filed as: CHARLES SCHWAB RETIREMENT PLAN SERV Service code 15 · EIN 34-1479833 | Recordkeeping | $72,186 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW Service code 28 · EIN 33-0818667 | Investment Management | $70,500 |
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 | $315,432 | $95,388+230.7% | $125,339+151.7% | $77,904+304.9% |
| Participation rate | 96.8% | 78.6%+18.2pp | 82.4%+14.5pp | 73.7%+23.2pp |
| Annual return | -13.45% | 116.19%-129.6pp | 572.05%-585.5pp | 12.21%-25.7pp |
| Employer contribution / active EE | $10,117 | $3,666+175.9% | $4,814+110.2% | $2,848+255.3% |
| Participant deferral / active EE | $16,051 | $7,711+108.2% | $7,446+115.6% | $4,806+234.0% |
| Admin fee / account holder | $41 | $119-65.6% | $10,010-99.6% | $133-69.2% |