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, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 28 · EIN 33-0818667 | Investment Management | $61,756 |
Filed as: SCWHAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,242 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER KAPLAN ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $12,000 |
FIRST WESTERN ADVISORS2 years Service code 26 · EIN 87-0393177 | Advisory (Participants) | $9,015 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $119 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $444,178 | $62,928+605.9% | $172,739+157.1% | $67,579+557.3% |
| Participation rate | 96.7% | 64.5%+32.2pp | 82.6%+14.0pp | 71.3%+25.4pp |
| Annual return | 22.78% | 30.36%-7.6pp | 802.84%-780.1pp | 378.56%-355.8pp |
| Employer contribution / active EE | $47,236 | $1,636+2787.1% | $5,143+818.5% | $2,148+2099.3% |
| Participant deferral / active EE | $3,308 | $2,145+54.2% | $5,198-36.4% | $3,539-6.5% |
| Admin fee / account holder | $234 | $167+40.6% | $13,954-98.3% | $142+64.7% |