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 | Float revenue; Participant communicat... | $76,401 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 16 · EIN 33-0818667 | Consulting | $35,000 |
NATIONAL FINANCIAL SERVICES6+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,035 | $79,519-45.9% | $95,952-55.1% | $73,409-41.4% |
| Participation rate | 89.4% | 81.2%+8.2pp | 77.1%+12.3pp | 72.2%+17.2pp |
| Annual return | 20.60% | 19.20%+1.4pp | 91.61%-71.0pp | 59.29%-38.7pp |
| Employer contribution / active EE | $236 | $2,048-88.5% | $2,541-90.7% | $2,234-89.4% |
| Participant deferral / active EE | $2,362 | $4,138-42.9% | $4,167-43.3% | $3,805-37.9% |
| Admin fee / account holder | $306 | $184+66.1% | $6,795-95.5% | $158+93.9% |