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 |
|---|---|---|
SAGE ADVISORY SERVICES2+ years Filed as: SAGE VIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $2,538 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,655 | $80,177-10.6% | $123,892-42.2% | $57,658+24.3% |
| Participation rate | 70.5% | 74.4%-4.0pp | 81.4%-11.0pp | 70.2%+0.2pp |
| Annual return | 6.51% | 17.90%-11.4pp | 47.52%-41.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,161 | $2,913-25.8% | $4,617-53.2% | $1,974+9.5% |
| Participant deferral / active EE | $3,028 | $5,130-41.0% | $5,984-49.4% | $3,061-1.1% |
| Admin fee / account holder | $140 | $106+31.3% | $8,357-98.3% | $95+47.7% |