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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $311,079 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $238,496 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $197,091 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $233,278 | $74,933+211.3% | $154,803+50.7% | $117,739+98.1% |
| Participation rate | 94.4% | 64.5%+29.9pp | 78.1%+16.4pp | 76.6%+17.8pp |
| Annual return | 18.67% | 17.34%+1.3pp | 58.88%-40.2pp | 17.29%+1.4pp |
| Employer contribution / active EE | $15,174 | $2,316+555.2% | $4,305+252.4% | $3,746+305.1% |
| Participant deferral / active EE | $11,865 | $3,942+201.0% | $5,540+114.2% | $6,128+93.6% |
| Admin fee / account holder | $73 | $129-43.7% | $14,329-99.5% | $112-34.9% |