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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $135,274 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $39,560 |
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 | $20,362 | $36,806-44.7% | $69,647-70.8% | $77,643-73.8% |
| Participation rate | 91.6% | 64.4%+27.2pp | 66.5%+25.2pp | 70.6%+21.0pp |
| Annual return | 23.15% | 38.81%-15.7pp | 100.48%-77.3pp | 31.24%-8.1pp |
| Employer contribution / active EE | $1,368 | $1,257+8.9% | $1,712-20.1% | $2,726-49.8% |
| Participant deferral / active EE | $7,071 | $2,738+158.2% | $2,886+145.0% | $4,647+52.1% |
| Admin fee / account holder | $163 | $507-67.8% | $4,713-96.5% | $430-62.1% |