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 | Direct payment from the plan; Recordk... | $313,238 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 16 · EIN 33-0818667 | Consulting | $65,141 |
MCKONLY & ASBURY LLP4+ years Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $19,280 |
Filed as: ENVESTNET ASSEST MANAGEMENT INC Service code 16 · EIN 36-4319587 | Consulting | $12,216 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,808 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,874 | $144,996+25.4% | $111,297+63.4% | $93,030+95.5% |
| Participation rate | 100.0% | 86.2%+13.8pp | 77.3%+22.7pp | 73.9%+26.1pp |
| Annual return | 13.23% | 18.26%-5.0pp | 54.65%-41.4pp | 158.70%-145.5pp |
| Employer contribution / active EE | $6,931 | $3,056+126.8% | $2,731+153.8% | $2,706+156.2% |
| Participant deferral / active EE | $7,990 | $5,587+43.0% | $4,487+78.1% | $4,562+75.1% |
| Admin fee / account holder | $189 | $103+82.5% | $7,964-97.6% | $152+24.5% |