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 |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $116,008 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $52,500 |
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 | $127,581 | $52,525+142.9% | $117,472+8.6% | $77,904+63.8% |
| Participation rate | 96.7% | 61.6%+35.2pp | 70.6%+26.1pp | 73.7%+23.0pp |
| Annual return | -15.35% | -13.76%-1.6pp | 29.74%-45.1pp | 12.21%-27.6pp |
| Employer contribution / active EE | $618 | $2,166-71.5% | $4,176-85.2% | $2,848-78.3% |
| Participant deferral / active EE | $11,656 | $3,087+277.6% | $4,070+186.4% | $4,806+142.5% |
| Admin fee / account holder | $87 | $99-12.0% | $5,645-98.5% | $133-34.1% |