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 37 · EIN 04-2647786 | Loan Processing | $63,456 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $34,000 |
WELLSCOLEMAN1 year Filed as: WELLSCOLEMAN CPA'S Service code 10 · EIN 54-0593442 | Accounting | $12,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,087 | $61,156+266.4% | $185,823+20.6% | $79,386+182.3% |
| Participation rate | 88.1% | 66.6%+21.5pp | 81.7%+6.4pp | 70.7%+17.4pp |
| Annual return | 15.60% | 19.45%-3.9pp | 122.05%-106.5pp | 116.85%-101.3pp |
| Employer contribution / active EE | $8,228 | $2,321+254.6% | $5,167+59.2% | $2,427+239.0% |
| Participant deferral / active EE | $5,515 | $2,789+97.8% | $5,568-0.9% | $4,046+36.3% |
| Admin fee / account holder | $527 | $710-25.7% | $16,237-96.8% | $626-15.8% |