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 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $74,156 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 16 · EIN 33-0818667 | Consulting | $25,000 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,398 | $72,770-61.0% | $67,652-58.0% | $55,191-48.5% |
| Participation rate | 76.9% | 78.8%-1.9pp | 75.7%+1.2pp | 69.2%+7.7pp |
| Annual return | 5.71% | -3.26%+9.0pp | 6625.04%-6619.3pp | 10.78%-5.1pp |
| Employer contribution / active EE | $176 | $1,769-90.1% | $2,266-92.3% | $1,899-90.8% |
| Participant deferral / active EE | $1,760 | $3,408-48.4% | $3,560-50.6% | $3,046-42.2% |
| Admin fee / account holder | $250 | $79+217.8% | $4,821-94.8% | $91+175.9% |