See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $79,455 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $63,691 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,884 | $59,054+18.3% | $97,226-28.1% | $77,643-10.0% |
| Participation rate | 51.2% | 67.9%-16.6pp | 72.7%-21.4pp | 70.6%-19.3pp |
| Annual return | 15.51% | 16.96%-1.5pp | 75.13%-59.6pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,274 | $1,742+30.5% | $2,729-16.7% | $2,726-16.6% |
| Participant deferral / active EE | $4,119 | $3,930+4.8% | $4,264-3.4% | $4,647-11.4% |
| Admin fee / account holder | $172 | $346-50.4% | $5,654-97.0% | $430-60.1% |