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 10-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 13 · EIN 42-0127290 | Contract Administrator | $21,404 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $19,997 |
EIDE BAILLY LLP1 year Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,670 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,062 | $51,197+122.8% | $82,719+37.9% | $66,914+70.5% |
| Participation rate | 74.0% | 67.8%+6.2pp | 72.6%+1.4pp | 69.8%+4.2pp |
| Annual return | -17.06% | -9.64%-7.4pp | 701.18%-718.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,303 | $2,611-50.1% | $3,009-56.7% | $2,544-48.8% |
| Participant deferral / active EE | $5,473 | $3,458+58.3% | $4,395+24.5% | $4,237+29.2% |
| Admin fee / account holder | $453 | $416+8.9% | $5,329-91.5% | $593-23.7% |