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 | $90,680 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,030 | $130,655-16.6% | $93,789+16.3% | $64,808+68.2% |
| Participation rate | 99.3% | 84.9%+14.4pp | 81.0%+18.3pp | 71.5%+27.8pp |
| Annual return | -16.79% | -14.04%-2.7pp | -11.33%-5.5pp | 32.82%-49.6pp |
| Employer contribution / active EE | $5,121 | $5,594-8.5% | $4,323+18.5% | $2,506+104.4% |
| Participant deferral / active EE | $7,521 | $8,067-6.8% | $6,094+23.4% | $4,310+74.5% |
| Admin fee / account holder | $171 | $140+22.3% | $7,195-97.6% | $188-8.7% |