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 | $36,981-44.9% | $69,701-70.8% | $77,671-73.8% |
| Participation rate | 91.6% | 64.2%+27.4pp | 66.4%+25.2pp | 70.6%+21.0pp |
| Annual return | 23.15% | 29.30%-6.2pp | 100.32%-77.2pp | 31.21%-8.1pp |
| Employer contribution / active EE | $1,368 | $1,267+8.0% | $1,713-20.1% | $2,726-49.8% |
| Participant deferral / active EE | $7,071 | $2,750+157.1% | $2,887+144.9% | $4,648+52.1% |
| Admin fee / account holder | $163 | $511-68.0% | $4,717-96.5% | $430-62.1% |