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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $35,284 |
SAGEVIEW ADVISORY GROUP, LLC9 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,600 |
REDWITZ INC5 years Service code 10 · EIN 33-0850406 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $14 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,433 | $81,625-22.3% | $167,512-62.1% | $74,304-14.6% |
| Participation rate | 84.8% | 60.0%+24.8pp | 77.1%+7.8pp | 60.3%+24.5pp |
| Annual return | 15.14% | 26.09%-11.0pp | 1615.79%-1600.7pp | 29.43%-14.3pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,259 | $4,115+27.8% | $6,405-17.9% | $3,767+39.6% |
| Admin fee / account holder | $277 | $3,474-92.0% | $9,769-97.2% | $2,969-90.7% |