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 8-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 |
|---|---|---|
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $27,068 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 | Advisory (Plan) | $14,250 |
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $929 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,609 | $88,515+69.0% | $162,163-7.7% | $67,579+121.4% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 22.92% | 27.04%-4.1pp | 115.59%-92.7pp | 378.56%-355.6pp |
| Employer contribution / active EE | $8,524 | $3,563+139.2% | $5,614+51.8% | $2,148+296.9% |
| Participant deferral / active EE | $9,717 | $5,724+69.8% | $7,298+33.2% | $3,539+174.6% |
| Admin fee / account holder | $91 | $124-26.5% | $10,843-99.2% | $142-36.1% |