See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $71,750 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $43,041 |
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 | $35,434 | $56,638-37.4% | $169,368-79.1% | $74,419-52.4% |
| Participation rate | 93.2% | 67.5%+25.7pp | 77.1%+16.0pp | 70.7%+22.5pp |
| Annual return | 17.59% | 24.75%-7.2pp | 405.60%-388.0pp | 34.38%-16.8pp |
| Employer contribution / active EE | $694 | $2,027-65.8% | $4,013-82.7% | $2,637-73.7% |
| Participant deferral / active EE | $4,966 | $4,223+17.6% | $6,221-20.2% | $4,528+9.7% |
| Admin fee / account holder | $199 | $307-35.0% | $9,003-97.8% | $348-42.7% |