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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $22,629 |
MITCHELL & TITUS, LLP3 years Filed as: MITCHELL & TITUS LLP Service code 10 80 PINE STREET, 32ND FLOOR · NEW YORK, NY 10005 | Accounting | $16,200 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,010 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,851 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,453 | $58,694-8.9% | $142,863-62.6% | $85,850-37.7% |
| Participation rate | 89.1% | 58.5%+30.7pp | 71.9%+17.2pp | 69.3%+19.8pp |
| Annual return | 28.06% | 27.72%+0.3pp | 5637.54%-5609.5pp | 318.53%-290.5pp |
| Employer contribution / active EE | $1,911 | $1,423+34.3% | $4,144-53.9% | $2,565-25.5% |
| Participant deferral / active EE | $3,602 | $2,607+38.1% | $3,837-6.1% | $3,952-8.9% |
| Admin fee / account holder | $325 | $4,239-92.3% | $6,560-95.1% | $6,260-94.8% |