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, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 10 233 S WACKER DR. SUITE 2000 · CHICAGO, IL 60606 | Accounting | $39,703 |
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $28,917 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $8,781 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,506 | $66,764+71.5% | $88,497+29.4% | $62,891+82.1% |
| Participation rate | 85.7% | 77.3%+8.4pp | 82.4%+3.3pp | 69.3%+16.4pp |
| Annual return | 9.24% | 10.37%-1.1pp | 7.63%+1.6pp | 20.14%-10.9pp |
| Employer contribution / active EE | $6,017 | $3,077+95.6% | $4,036+49.1% | $2,281+163.8% |
| Participant deferral / active EE | $7,896 | $3,976+98.6% | $4,899+61.2% | $3,203+146.5% |
| Admin fee / account holder | $533 | $4,668-88.6% | $6,220-91.4% | $4,296-87.6% |