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 6-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 and information managem... | $14,302 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 16 · EIN 33-0818667 | Consulting | $6,909 |
NATIONAL FINANCIAL SERVICES1+ 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).
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 | $119,332 | $79,519+50.1% | $95,952+24.4% | $73,409+62.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 14.76% | 19.20%-4.4pp | 91.61%-76.9pp | 59.29%-44.5pp |
| Employer contribution / active EE | $4,168 | $2,048+103.6% | $2,541+64.0% | $2,234+86.6% |
| Participant deferral / active EE | $4,617 | $4,138+11.6% | $4,167+10.8% | $3,805+21.3% |
| Admin fee / account holder | $65 | $184-64.8% | $6,795-99.0% | $158-58.9% |