See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $39,880 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $15,285 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,475 | $63,114-61.2% | $92,893-73.7% | $65,185-62.5% |
| Participation rate | 91.9% | 68.8%+23.2pp | 76.0%+15.9pp | 70.2%+21.7pp |
| Annual return | 20.68% | 28.75%-8.1pp | 109.41%-88.7pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,609 | $2,571-37.4% | $3,653-56.0% | $2,177-26.1% |
| Participant deferral / active EE | $4,633 | $3,108+49.1% | $4,236+9.4% | $3,514+31.9% |
| Admin fee / account holder | $181 | $624-71.1% | $5,794-96.9% | $847-78.7% |