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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $40,340 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $21,381 |
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 | $22,933 | $48,471-52.7% | $182,532-87.4% | $67,579-66.1% |
| Participation rate | 96.9% | 67.2%+29.7pp | 78.0%+18.9pp | 71.3%+25.6pp |
| Annual return | 21.80% | 31.08%-9.3pp | 148.54%-126.7pp | 378.56%-356.8pp |
| Employer contribution / active EE | $601 | $1,461-58.9% | $4,076-85.3% | $2,148-72.0% |
| Participant deferral / active EE | $3,927 | $3,324+18.1% | $5,524-28.9% | $3,539+11.0% |
| Admin fee / account holder | $165 | $151+8.8% | $8,592-98.1% | $142+15.6% |