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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $25,779 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,696 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $5,969 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $49,675 | $59,417-16.4% | $93,606-46.9% | $74,495-33.3% |
| Participation rate | 85.2% | 59.7%+25.6pp | 68.7%+16.5pp | 67.2%+18.0pp |
| Annual return | 11.67% | 81.83%-70.2pp | 133.20%-121.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,423 | $1,264+12.6% | $2,420-41.2% | $2,623-45.7% |
| Participant deferral / active EE | $4,171 | $3,050+36.8% | $4,411-5.4% | $4,346-4.0% |
| Admin fee / account holder | $276 | $3,021-90.9% | $8,285-96.7% | $1,942-85.8% |