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 ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,000 |
HOOKER & HOLCOMBE, INC.7+ years Service code 11 · EIN 06-1461865 | Actuarial | $17,450 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $7,502 |
COHNREZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $6,000 |
See 1 actuary disclosure. $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.
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 | $0 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 9.26% | 8.34%+0.9pp | 9.78%-0.5pp | 18.34%-9.1pp |
| Employer contribution / active EE | $15,969 | $16,968-5.9% | $46,882-65.9% | $14,665+8.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |