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 | Recordkeeping fees; Participant commu... | $329,358 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 16 · EIN 33-0818667 | Consulting | $73,600 |
MCKONLY & ASBURY LLP7+ years Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $22,360 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 16 · EIN 36-4319587 | Consulting | $15,988 |
MCADAM LLC3 years Service code 16 · EIN 47-1994636 | Consulting | $8,556 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $799 |
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 | $175,545 | $110,299+59.2% | $102,423+71.4% | $199,593-12.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 14.87% | 35.73%-20.9pp | 29.32%-14.5pp | 34.25%-19.4pp |
| Employer contribution / active EE | $6,199 | $3,603+72.0% | $3,023+105.0% | $3,034+104.3% |
| Participant deferral / active EE | $8,397 | $6,376+31.7% | $5,053+66.2% | $5,087+65.1% |
| Admin fee / account holder | $189 | $122+54.4% | $9,451-98.0% | $269-29.8% |