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 35-1140070 | Contract Administrator | $16,643 |
Filed as: SAGEVIEW ADVISORY Service code 21 · EIN 33-0818667 | Bank Trustee | $9,000 |
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 | $92,686 | $85,766+8.1% | $136,294-32.0% | $70,131+32.2% |
| Participation rate | 89.7% | 74.2%+15.6pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 19.88% | 31.45%-11.6pp | 5155.94%-5136.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $3,089 | $2,966+4.1% | $4,695-34.2% | $2,342+31.9% |
| Participant deferral / active EE | $6,405 | $5,051+26.8% | $6,247+2.5% | $3,332+92.2% |
| Admin fee / account holder | $215 | $5,420-96.0% | $9,243-97.7% | $4,645-95.4% |