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 |
|---|---|---|
TIAA9 years Service code 13 · EIN 13-1624203 | Contract Administrator | $44,690 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,823 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $342,678 | $91,762+273.4% | $67,502+407.7% | $77,643+341.4% |
| Participation rate | 74.9% | 75.9%-1.0pp | 72.9%+2.0pp | 70.6%+4.3pp |
| Annual return | 14.11% | 14.87%-0.8pp | 3512.12%-3498.0pp | 31.24%-17.1pp |
| Employer contribution / active EE | $7,228 | $3,181+127.2% | $2,731+164.7% | $2,726+165.2% |
| Participant deferral / active EE | $6,500 | $3,903+66.5% | $4,000+62.5% | $4,647+39.9% |
| Admin fee / account holder | $291 | $176+65.3% | $3,998-92.7% | $430-32.4% |