Filed January 31, 2022 (most recent of 3 filings on file)
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 | $142,651 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $51,330 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,815 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $5,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,526 | $50,127+8.8% | $149,673-63.6% | $80,160-32.0% |
| Participation rate | 93.1% | 64.3%+28.8pp | 78.8%+14.3pp | 72.9%+20.2pp |
| Annual return | 16.02% | 29.82%-13.8pp | 134.42%-118.4pp | 40.38%-24.4pp |
| Employer contribution / active EE | $1,680 | $1,865-9.9% | $4,818-65.1% | $2,978-43.6% |
| Participant deferral / active EE | $4,373 | $3,194+36.9% | $5,680-23.0% | $5,017-12.8% |
| Admin fee / account holder | $95 | $153-37.6% | $13,210-99.3% | $145-34.3% |