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 | $49,511 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,955 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS COLEMAN Service code 10 · EIN 54-0593442 | Accounting | $5,607 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,594 | $65,061+151.4% | $143,757+13.8% | $66,914+144.5% |
| Participation rate | 85.1% | 65.2%+19.9pp | 80.3%+4.8pp | 69.8%+15.3pp |
| Annual return | -15.50% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $7,539 | $2,361+219.4% | $4,951+52.3% | $2,544+196.3% |
| Participant deferral / active EE | $5,420 | $2,919+85.7% | $5,637-3.8% | $4,237+27.9% |
| Admin fee / account holder | $399 | $502-20.4% | $14,673-97.3% | $593-32.7% |