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 | $40,091 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $21,568 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,679 | $96,484-73.4% | $156,263-83.6% | $74,304-65.4% |
| Participation rate | 85.1% | 67.7%+17.5pp | 78.9%+6.2pp | 60.3%+24.8pp |
| Annual return | 16.68% | 17.73%-1.0pp | 59.47%-42.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $936 | $2,528-63.0% | $4,333-78.4% | $2,241-58.2% |
| Participant deferral / active EE | $3,629 | $4,286-15.3% | $6,158-41.1% | $3,767-3.7% |
| Admin fee / account holder | $164 | $3,728-95.6% | $14,255-98.8% | $2,969-94.5% |