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 7-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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $668,144 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 70 · EIN 33-0818667 | Consulting Fees | $84,000 |
Service code 50 3443 N. CAMPBELL AVENUE · TUCSON, AZ 85719 | Direct Payment | $24,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,229 | $128,169+12.5% | $147,005-1.9% | $106,408+35.5% |
| Participation rate | 94.8% | 67.3%+27.4pp | 82.2%+12.6pp | 69.9%+24.9pp |
| Annual return | 16.13% | 17.88%-1.8pp | 418.76%-402.6pp | 17.37%-1.2pp |
| Employer contribution / active EE | $3,720 | $3,374+10.2% | $4,934-24.6% | $3,361+10.7% |
| Participant deferral / active EE | $9,073 | $7,665+18.4% | $8,070+12.4% | $5,567+63.0% |
| Admin fee / account holder | $48 | $88-45.2% | $13,006-99.6% | $79-39.1% |