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; Recordkeeping fees; Fi... | $26,377 |
MCKONLY & ASBURY LLP3 years Filed as: MCKONLY & ASBURY, LLP Service code 10 · EIN 23-1909723 | Accounting | $14,586 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 16 · EIN 33-0818667 | Consulting | $6,975 |
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 | $107,756 | $99,078+8.8% | $96,544+11.6% | $74,419+44.8% |
| Participation rate | 97.3% | 80.7%+16.6pp | 76.0%+21.3pp | 70.7%+26.6pp |
| Annual return | 16.25% | 22.48%-6.2pp | 25.84%-9.6pp | 34.38%-18.1pp |
| Employer contribution / active EE | $2,968 | $2,570+15.5% | $2,965+0.1% | $2,637+12.5% |
| Participant deferral / active EE | $4,982 | $4,933+1.0% | $4,851+2.7% | $4,528+10.0% |
| Admin fee / account holder | $149 | $225-33.7% | $8,252-98.2% | $348-57.2% |