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 | Sales loads (front end and deferred);... | $41,997 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,852 | $99,078-60.8% | $96,544-59.8% | $74,419-47.8% |
| Participation rate | 82.1% | 80.7%+1.4pp | 76.0%+6.1pp | 70.7%+11.3pp |
| Annual return | 17.90% | 22.48%-4.6pp | 25.84%-7.9pp | 34.38%-16.5pp |
| Employer contribution / active EE | $248 | $2,570-90.4% | $2,965-91.6% | $2,637-90.6% |
| Participant deferral / active EE | $2,476 | $4,933-49.8% | $4,851-49.0% | $4,528-45.3% |
| Admin fee / account holder | $319 | $225+42.2% | $8,252-96.1% | $348-8.2% |