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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $70,074 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,601 | $88,890-50.9% | $102,423-57.4% | $77,643-43.8% |
| Participation rate | 76.1% | 80.9%-4.8pp | 76.5%-0.4pp | 70.6%+5.5pp |
| Annual return | 47.53% | 24.98%+22.6pp | 29.32%+18.2pp | 31.24%+16.3pp |
| Employer contribution / active EE | $2,557 | $2,698-5.2% | $3,023-15.4% | $2,726-6.2% |
| Participant deferral / active EE | $3,415 | $5,145-33.6% | $5,053-32.4% | $4,647-26.5% |
| Admin fee / account holder | $212 | $235-10.0% | $9,451-97.8% | $430-50.8% |