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, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 10 233 S WACKER DR. SUITE 2000 · CHICAGO, IL 60606 | Accounting | $30,000 |
MCCREADY & KEENE INC.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $22,618 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $3,695 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,784 | $102,514+12.0% | $97,995+17.1% | $62,292+84.3% |
| Participation rate | 71.1% | 79.5%-8.4pp | 82.4%-11.3pp | 69.5%+1.6pp |
| Annual return | 12.75% | 32.43%-19.7pp | 23.94%-11.2pp | 28.90%-16.1pp |
| Employer contribution / active EE | $5,079 | $3,689+37.7% | $4,158+22.1% | $2,042+148.7% |
| Participant deferral / active EE | $6,501 | $5,308+22.5% | $5,097+27.6% | $3,169+105.1% |
| Admin fee / account holder | $394 | $378+4.0% | $5,943-93.4% | $479-17.9% |