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.7 years Filed as: CHARLES SCHWAB RETIREMENT PLAN SERV Service code 15 · EIN 34-1479833 | Recordkeeping | $73,957 |
SAGEVIEW ADVISORY GROUP, LLC3 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 | $362,816 | $107,459+237.6% | $135,903+167.0% | $80,160+352.6% |
| Participation rate | 96.8% | 78.0%+18.8pp | 81.9%+14.9pp | 72.9%+23.9pp |
| Annual return | 18.35% | 91.91%-73.6pp | 68.23%-49.9pp | 40.38%-22.0pp |
| Employer contribution / active EE | $11,280 | $3,877+190.9% | $4,856+132.3% | $2,978+278.8% |
| Participant deferral / active EE | $17,751 | $8,195+116.6% | $7,758+128.8% | $5,017+253.8% |
| Admin fee / account holder | $41 | $127-67.5% | $10,762-99.6% | $145-71.6% |