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 9-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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $138,334 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,500 |
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 | $40,263 | $101,523-60.3% | $141,162-71.5% | $77,787-48.2% |
| Participation rate | 90.9% | 77.4%+13.5pp | 82.5%+8.4pp | 73.2%+17.7pp |
| Annual return | 24.29% | 56.22%-31.9pp | 71.39%-47.1pp | 32.57%-8.3pp |
| Employer contribution / active EE | $785 | $3,341-76.5% | $4,735-83.4% | $2,504-68.6% |
| Participant deferral / active EE | $3,379 | $6,434-47.5% | $6,709-49.6% | $3,967-14.8% |
| Admin fee / account holder | $105 | $92+14.4% | $10,261-99.0% | $100+4.7% |