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 | Participant communication; Account ma... | $37,585 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
NATIONAL FINANCIAL SERVICES8+ 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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,902 | $72,254-48.9% | $86,677-57.4% | $64,808-43.1% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.6%+5.2pp | 71.5%+10.4pp |
| Annual return | -15.36% | 392.42%-407.8pp | 35.91%-51.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $243 | $2,393-89.8% | $2,836-91.4% | $2,506-90.3% |
| Participant deferral / active EE | $2,443 | $4,658-47.5% | $4,656-47.5% | $4,310-43.3% |
| Admin fee / account holder | $330 | $174+89.7% | $7,493-95.6% | $188+75.6% |