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 | Distribution (12b-1) fees; Sales load... | $72,015 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,160 | $73,404-48.0% | $87,100-56.2% | $67,579-43.5% |
| Participation rate | 83.1% | 80.9%+2.2pp | 76.9%+6.2pp | 71.3%+11.8pp |
| Annual return | 21.77% | 48.29%-26.5pp | 28.19%-6.4pp | 378.56%-356.8pp |
| Employer contribution / active EE | $204 | $2,014-89.9% | $2,521-91.9% | $2,148-90.5% |
| Participant deferral / active EE | $2,039 | $3,913-47.9% | $4,049-49.6% | $3,539-42.4% |
| Admin fee / account holder | $284 | $142+100.7% | $7,497-96.2% | $142+99.7% |