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 | $41,192 |
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 16 · EIN 33-0818667 | Consulting | $20,000 |
REDWITZ INC4 years Service code 10 · EIN 33-0850406 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.7 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.
Annual investment return 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 | $54,064 | $73,360-26.3% | $177,989-69.6% | $74,495-27.4% |
| Participation rate | 85.1% | 66.6%+18.5pp | 77.1%+8.0pp | 67.2%+17.9pp |
| Annual return | 11.09% | 17.49%-6.4pp | 294.48%-283.4pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $17 | $2,216-99.2% | $3,949-99.6% | $2,623-99.3% |
| Participant deferral / active EE | $4,972 | $4,513+10.2% | $6,276-20.8% | $4,346+14.4% |
| Admin fee / account holder | $291 | $1,808-83.9% | $10,363-97.2% | $1,942-85.0% |