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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $121,366 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $73,950 |
HUTH THOMPSON LLP4 years Service code 10 · EIN 35-2055043 | Accounting | $30,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,707 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,692 | $145,877-56.3% | $150,045-57.6% | $102,872-38.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 82.3%+6.6pp | 73.0%+15.9pp |
| Annual return | 17.00% | 21.37%-4.4pp | 62.55%-45.5pp | 19.06%-2.1pp |
| Employer contribution / active EE | $649 | $4,710-86.2% | $4,693-86.2% | $3,526-81.6% |
| Participant deferral / active EE | $6,290 | $9,491-33.7% | $7,997-21.3% | $5,535+13.6% |
| Admin fee / account holder | $113 | $176-35.8% | $13,435-99.2% | $292-61.4% |