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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,086 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP INC. Service code 27 · EIN 33-0818667 | Advisory (Plan) | $34,700 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 15 · EIN 20-0223513 | Recordkeeping | $1,261 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,284 | $80,753-19.2% | $136,294-52.1% | $62,292+4.8% |
| Participation rate | 94.0% | 73.5%+20.4pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | 16.19% | 35.83%-19.6pp | 5155.94%-5139.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,044 | $2,884-29.1% | $4,695-56.5% | $2,042+0.1% |
| Participant deferral / active EE | $4,789 | $5,164-7.3% | $6,247-23.3% | $3,169+51.1% |
| Admin fee / account holder | $503 | $525-4.3% | $9,243-94.6% | $479+4.9% |