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 38 · EIN 04-1590850 | Participant Communication | $28,412 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,668 | $37,039-57.7% | $147,614-89.4% | $59,188-73.5% |
| Participation rate | 26.9% | 63.8%-36.9pp | 84.6%-57.8pp | 69.4%-42.6pp |
| Annual return | 1.17% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.3pp |
| Employer contribution / active EE | $158 | $1,353-88.3% | $5,564-97.2% | $2,098-92.5% |
| Participant deferral / active EE | $977 | $2,094-53.3% | $4,895-80.0% | $3,265-70.1% |
| Admin fee / account holder | $21 | $60-64.5% | $11,611-99.8% | $92-76.8% |