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; Recordkeep... | $290,168 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 16 · EIN 33-0818667 | Consulting | $67,342 |
MCKONLY & ASBURY LLP5+ years Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $21,164 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 16 · EIN 36-4319587 | Consulting | $14,070 |
MCADAM LLC1 year Service code 16 · EIN 47-1994636 | Consulting | $7,850 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $980 |
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 | $141,539 | $130,141+8.8% | $86,677+63.3% | $77,904+81.7% |
| Participation rate | 99.4% | 85.9%+13.4pp | 76.6%+22.8pp | 73.7%+25.7pp |
| Annual return | -13.80% | -12.75%-1.1pp | 35.91%-49.7pp | 12.21%-26.0pp |
| Employer contribution / active EE | $6,973 | $3,220+116.5% | $2,836+145.8% | $2,848+144.9% |
| Participant deferral / active EE | $7,954 | $5,757+38.2% | $4,656+70.9% | $4,806+65.5% |
| Admin fee / account holder | $173 | $132+31.2% | $7,493-97.7% | $133+30.4% |