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 | $39,389 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 16 · EIN 33-0818667 | Consulting | $20,000 |
REDWITZ INC3 years Service code 10 · EIN 33-0850406 | Accounting | $14,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,900 | $65,390-16.0% | $169,368-67.6% | $71,457-23.2% |
| Participation rate | 84.8% | 67.0%+17.9pp | 77.1%+7.7pp | 67.9%+16.9pp |
| Annual return | 17.69% | 21.31%-3.6pp | 405.60%-387.9pp | 28.85%-11.2pp |
| Employer contribution / active EE | $28 | $2,079-98.6% | $4,013-99.3% | $2,588-98.9% |
| Participant deferral / active EE | $4,616 | $4,367+5.7% | $6,221-25.8% | $4,289+7.6% |
| Admin fee / account holder | $254 | $1,324-80.8% | $9,003-97.2% | $1,587-84.0% |