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 9-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 | $226,731 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $64,484 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,395 | $53,136-84.2% | $155,509-94.6% | $199,593-95.8% |
| Participation rate | 91.5% | 64.1%+27.4pp | 78.2%+13.3pp | 72.0%+19.5pp |
| Annual return | 15.84% | 41.15%-25.3pp | 64.67%-48.8pp | 34.25%-18.4pp |
| Employer contribution / active EE | $3 | $1,851-99.8% | $4,672-99.9% | $3,034-99.9% |
| Participant deferral / active EE | $2,194 | $3,161-30.6% | $5,626-61.0% | $5,087-56.9% |
| Admin fee / account holder | $92 | $185-50.5% | $15,912-99.4% | $269-65.9% |