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 8-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; Float reve... | $358,690 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 16 · EIN 33-0818667 | Consulting | $76,746 |
MCKONLY & ASBURY LLP8+ years Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $22,880 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 16 · EIN 36-4319587 | Consulting | $8,629 |
MCADAM LLC4 years Service code 16 · EIN 47-1994636 | Consulting | $6,419 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,064 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $193,636 | $128,899+50.2% | $113,168+71.1% | $102,872+88.2% |
| Participation rate | 100.0% | 87.0%+13.0pp | 76.6%+23.4pp | 73.0%+27.0pp |
| Annual return | 15.42% | 15.88%-0.5pp | 24.27%-8.8pp | 19.06%-3.6pp |
| Employer contribution / active EE | $6,038 | $3,713+62.6% | $2,975+102.9% | $3,526+71.2% |
| Participant deferral / active EE | $8,969 | $6,787+32.1% | $5,107+75.6% | $5,535+62.0% |
| Admin fee / account holder | $203 | $129+56.6% | $12,068-98.3% | $292-30.7% |