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 |
|---|---|---|
SAGE ADVISORY SERVICES5+ years Service code 28 · EIN 74-2798841 | Investment Management | $294,733 |
Filed as: BRADY MCGUIRE & STEINBERG PC Service code 29 · EIN 13-4089943 | Legal | $72,717 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 23-2384840 | Advisory (Plan) | $65,000 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $63,850 |
CLARKE & SAMPSON, INC.4+ years Filed as: CLARKE & SAMPSON, INC Service code 53 · EIN 54-0657005 | Insurance Commissions | $12,268 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $6,228 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,652 | $66,051+368.8% | $92,893+233.3% | $77,787+298.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 17.14% | 20.69%-3.6pp | 109.41%-92.3pp | 32.57%-15.4pp |
| Employer contribution / active EE | $22,814 | $3,426+566.0% | $3,653+524.6% | $2,504+810.9% |
| Participant deferral / active EE | $95 | $3,013-96.8% | $4,236-97.7% | $3,967-97.6% |
| Admin fee / account holder | $333 | $148+125.6% | $5,794-94.2% | $100+233.3% |