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 |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $23,102 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $10,563 |
LURIE, LLP1 year Service code 15 · EIN 41-0721434 | Recordkeeping | $4,185 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,014 | $84,233-64.4% | $170,442-82.4% | $70,131-57.2% |
| Participation rate | 84.1% | 70.8%+13.3pp | 83.6%+0.5pp | 69.5%+14.6pp |
| Annual return | 15.83% | 23.06%-7.2pp | 205.93%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,087 | $3,387-38.4% | $5,433-61.6% | $2,342-10.9% |
| Participant deferral / active EE | $2,244 | $3,086-27.3% | $4,939-54.6% | $3,332-32.7% |
| Admin fee / account holder | $205 | $5,698-96.4% | $13,880-98.5% | $4,645-95.6% |