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 10-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 | $29,536 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $21,797 |
IDENTISYS INCORPORATED3 years Service code 10 · EIN 41-1938567 | Accounting | $15,067 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,983 | $56,317+189.4% | $71,209+128.9% | $74,304+119.3% |
| Participation rate | 77.9% | 55.1%+22.8pp | 73.8%+4.2pp | 60.3%+17.6pp |
| Annual return | 20.66% | 42.83%-22.2pp | 282.51%-261.9pp | 29.43%-8.8pp |
| Employer contribution / active EE | $1,560 | $2,160-27.8% | $2,721-42.7% | $2,241-30.4% |
| Participant deferral / active EE | $6,927 | $2,788+148.5% | $4,175+65.9% | $3,767+83.9% |
| Admin fee / account holder | $558 | $2,290-75.6% | $5,349-89.6% | $2,969-81.2% |