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 | Float revenue; Finders' fees / placem... | $44,469 |
MCKONLY & ASBURY LLP2 years Filed as: MCKONLY & ASBURY, LLP Service code 10 · EIN 23-1909723 | Accounting | $12,792 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 16 · EIN 33-0818667 | Consulting | $6,818 |
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 | $100,716 | $72,254+39.4% | $86,677+16.2% | $64,808+55.4% |
| Participation rate | 93.4% | 80.4%+12.9pp | 76.6%+16.8pp | 71.5%+21.9pp |
| Annual return | -15.55% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,376 | $2,393-0.7% | $2,836-16.2% | $2,506-5.2% |
| Participant deferral / active EE | $4,939 | $4,658+6.0% | $4,656+6.1% | $4,310+14.6% |
| Admin fee / account holder | $193 | $174+11.0% | $7,493-97.4% | $188+2.8% |