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 |
|---|---|---|
FINANCIAL ENGINES7 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $192,828 |
Service code 37 · EIN 04-2647786 | Loan Processing | $154,908 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $86,250 |
Filed as: BLUECROSS BLUE SHIELD ASSOCIATION Service code 49 · EIN 13-5656874 | Other Services | $32,347 |
CLIFTONLARSONALLEN LLP2 years Service code 16 · EIN 41-0746749 | Consulting | $11,340 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,986 | $119,153-22.8% | $151,611-39.3% | $78,044+17.9% |
| Participation rate | 71.9% | 92.5%-20.6pp | 87.5%-15.6pp | 74.4%-2.5pp |
| Annual return | -15.32% | -10.83%-4.5pp | 3.33%-18.6pp | 10.87%-26.2pp |
| Employer contribution / active EE | $3,336 | $5,298-37.0% | $6,166-45.9% | $3,125+6.8% |
| Participant deferral / active EE | $5,514 | $8,624-36.1% | $8,363-34.1% | $5,084+8.5% |
| Admin fee / account holder | $84 | $69+21.8% | $11,616-99.3% | $79+6.1% |