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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $42,711 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $30,925 |
HOWARD SIMON & ASSOCIATES, INC.5+ years Service code 15 · EIN 36-3132823 | Recordkeeping | $1,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,820 | $40,174+93.7% | $84,015-7.4% | $67,579+15.2% |
| Participation rate | 55.7% | 62.7%-7.0pp | 69.0%-13.3pp | 71.3%-15.6pp |
| Annual return | 34.21% | 25.82%+8.4pp | 71.31%-37.1pp | 378.56%-344.4pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,137 | $2,301+79.8% | $3,239+27.7% | $3,539+16.9% |
| Admin fee / account holder | $406 | $128+216.4% | $6,101-93.3% | $142+185.3% |