See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,388 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $57,608 |
Filed as: SAGEVIEW ADVISORY GROUP, Service code 13 · EIN 33-0818667 | Contract Administrator | $33,375 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,913 | $120,450-54.4% | $159,436-65.6% | $93,030-41.0% |
| Participation rate | 89.3% | 78.0%+11.3pp | 82.8%+6.5pp | 73.9%+15.4pp |
| Annual return | 16.88% | 27.11%-10.2pp | 263.57%-246.7pp | 158.70%-141.8pp |
| Employer contribution / active EE | $909 | $3,526-74.2% | $4,829-81.2% | $2,706-66.4% |
| Participant deferral / active EE | $3,708 | $7,283-49.1% | $7,352-49.6% | $4,562-18.7% |
| Admin fee / account holder | $108 | $137-20.9% | $10,799-99.0% | $152-28.7% |