See peer percentile detail. $4.99 for your first month.
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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 | Claims processing; Float revenue; Rec... | $337,223 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 16 · EIN 33-0818667 | Consulting | $65,091 |
MCKONLY & ASBURY LLP3+ years Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $11,630 |
Filed as: CHARLES SCHWAB & CO,. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $400 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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).
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 | $170,475 | $176,491-3.4% | $95,952+77.7% | $90,288+88.8% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 15.10% | 20.14%-5.0pp | 91.61%-76.5pp | 53.97%-38.9pp |
| Employer contribution / active EE | $7,039 | $2,789+152.4% | $2,541+177.0% | $2,524+178.9% |
| Participant deferral / active EE | $8,027 | $5,340+50.3% | $4,167+92.6% | $4,232+89.7% |
| Admin fee / account holder | $192 | $154+24.7% | $6,795-97.2% | $114+68.4% |