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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,968 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 22 · EIN 33-0818667 | Insurance Broker | $31,315 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $13,500 |
BOWDITCH & DEWEY LLP3 years Service code 29 · EIN 04-2297674 | Legal | $8,020 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,199 | $79,519+12.2% | $95,952-7.0% | $73,409+21.5% |
| Participation rate | 88.0% | 81.2%+6.8pp | 77.1%+10.9pp | 72.2%+15.8pp |
| Annual return | 26.22% | 19.20%+7.0pp | 91.61%-65.4pp | 59.29%-33.1pp |
| Employer contribution / active EE | $1,884 | $2,048-8.0% | $2,541-25.9% | $2,234-15.6% |
| Participant deferral / active EE | $5,477 | $4,138+32.3% | $4,167+31.4% | $3,805+43.9% |
| Admin fee / account holder | $264 | $184+43.2% | $6,795-96.1% | $158+67.2% |