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 7-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 37 · EIN 04-2647786 | Loan Processing | $442,310 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GR Service code 16 · EIN 33-0818667 | Consulting | $60,000 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $24,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $39,634 | $67,679-41.4% | $155,509-74.5% | $99,062-60.0% |
| Participation rate | 85.5% | 67.2%+18.3pp | 78.2%+7.4pp | 71.6%+13.9pp |
| Annual return | 15.51% | 16.16%-0.7pp | 64.67%-49.2pp | 17.66%-2.1pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $4,702 | $3,828+22.8% | $5,626-16.4% | $5,331-11.8% |
| Admin fee / account holder | $60 | $94-36.2% | $15,912-99.6% | $109-45.1% |