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 9-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 37 · EIN 04-2647786 | Loan Processing | $229,921 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102,754 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $60,255 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $31,555 |
Annual investment return 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 | $87,500 | $115,744-24.4% | $100,391-12.8% | $199,593-56.2% |
| Participation rate | 95.7% | 85.7%+10.1pp | 81.5%+14.3pp | 72.0%+23.8pp |
| Annual return | 13.81% | 17.79%-4.0pp | 49.20%-35.4pp | 34.25%-20.4pp |
| Employer contribution / active EE | $3,572 | $3,657-2.3% | $3,942-9.4% | $3,034+17.7% |
| Participant deferral / active EE | $9,872 | $9,844+0.3% | $8,082+22.2% | $5,087+94.1% |
| Admin fee / account holder | $104 | $93+11.9% | $7,899-98.7% | $269-61.3% |