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 |
|---|---|---|
CLEARVIEW GROUP4 years Service code 16 200 GLENRIDGE POINT PKWY · ATLANTA, GA 30342 | Consulting | $47,500 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,708 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE ADVISORY Service code 16 200 GLENRIDGE POINT PKWY · ATLANTA, GA 30342 | Consulting | $16,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,448 | $60,607+72.3% | $189,557-44.9% | $86,799+20.3% |
| Participation rate | 84.0% | 68.9%+15.1pp | 78.4%+5.6pp | 72.3%+11.7pp |
| Annual return | 14.34% | 65.18%-50.8pp | 64.17%-49.8pp | 97.91%-83.6pp |
| Employer contribution / active EE | $2,875 | $1,626+76.8% | $4,412-34.9% | $2,405+19.5% |
| Participant deferral / active EE | $5,111 | $3,895+31.2% | $6,174-17.2% | $4,131+23.7% |
| Admin fee / account holder | $115 | $159-27.5% | $9,807-98.8% | $170-32.1% |