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 | Shareholder servicing fees; Finders' ... | $292,989 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 16 · EIN 33-0818667 | Consulting | $70,152 |
MCKONLY & ASBURY LLP6+ years Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $21,710 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 16 · EIN 47-1994636 | Consulting | $13,504 |
MCADAM LLC2 years Service code 16 · EIN 47-1994636 | Consulting | $7,474 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,514 |
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 | $164,483 | $104,697+57.1% | $96,544+70.4% | $80,160+105.2% |
| Participation rate | 96.9% | 86.4%+10.5pp | 76.0%+21.0pp | 72.9%+24.0pp |
| Annual return | 16.64% | 21.78%-5.1pp | 25.84%-9.2pp | 40.38%-23.7pp |
| Employer contribution / active EE | $7,010 | $3,536+98.2% | $2,965+136.4% | $2,978+135.4% |
| Participant deferral / active EE | $7,979 | $6,188+28.9% | $4,851+64.5% | $5,017+59.0% |
| Admin fee / account holder | $177 | $107+66.1% | $8,252-97.9% | $145+22.3% |