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 | $42,774 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,185 |
REDWITZ INC2 years Service code 10 · EIN 33-0850406 | Accounting | $13,250 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,849 | $59,159-27.6% | $159,960-73.2% | $66,914-36.0% |
| Participation rate | 87.4% | 68.1%+19.3pp | 78.0%+9.4pp | 69.8%+17.6pp |
| Annual return | -16.62% | -12.26%-4.4pp | 408.60%-425.2pp | 1.58%-18.2pp |
| Employer contribution / active EE | $14 | $1,983-99.3% | $4,226-99.7% | $2,544-99.5% |
| Participant deferral / active EE | $4,740 | $4,395+7.9% | $6,182-23.3% | $4,237+11.9% |
| Admin fee / account holder | $251 | $591-57.6% | $8,698-97.1% | $593-57.7% |