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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $80,399 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $53,228 |
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 | $41,052 | $62,624-34.4% | $177,989-76.9% | $77,643-47.1% |
| Participation rate | 93.8% | 66.8%+27.0pp | 77.1%+16.8pp | 70.6%+23.3pp |
| Annual return | 13.77% | 16.16%-2.4pp | 294.48%-280.7pp | 31.24%-17.5pp |
| Employer contribution / active EE | $710 | $1,909-62.8% | $3,949-82.0% | $2,726-74.0% |
| Participant deferral / active EE | $5,472 | $4,219+29.7% | $6,276-12.8% | $4,647+17.7% |
| Admin fee / account holder | $239 | $386-38.0% | $10,363-97.7% | $430-44.5% |