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 | Sales loads (front end and deferred);... | $310,306 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 16 · EIN 33-0818667 | Consulting | $64,740 |
MCKONLY & ASBURY LLP2+ years Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $38,948 |
FOLEY & LARDNER LLP1 year Service code 29 · EIN 39-0473800 | Legal | $11,129 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $91 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $147,628 | $105,247+40.3% | $87,100+69.5% | $77,787+89.8% |
| Participation rate | 98.7% | 85.8%+12.9pp | 76.9%+21.9pp | 73.2%+25.5pp |
| Annual return | 21.51% | 24.52%-3.0pp | 28.19%-6.7pp | 32.57%-11.1pp |
| Employer contribution / active EE | $5,990 | $2,895+107.0% | $2,521+137.6% | $2,504+139.2% |
| Participant deferral / active EE | $6,600 | $5,060+30.4% | $4,049+63.0% | $3,967+66.3% |
| Admin fee / account holder | $192 | $104+83.8% | $7,497-97.4% | $100+92.0% |