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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $72,205 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $42,279 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $29,909 | $50,458-40.7% | $159,960-81.3% | $64,808-53.9% |
| Participation rate | 94.6% | 68.0%+26.5pp | 78.0%+16.6pp | 71.5%+23.1pp |
| Annual return | -13.65% | -13.42%-0.2pp | 408.60%-422.3pp | 32.82%-46.5pp |
| Employer contribution / active EE | $683 | $1,722-60.3% | $4,226-83.8% | $2,506-72.7% |
| Participant deferral / active EE | $4,801 | $4,004+19.9% | $6,182-22.4% | $4,310+11.4% |
| Admin fee / account holder | $206 | $706-70.8% | $8,698-97.6% | $188+9.6% |