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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $51,903 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,938 |
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 | $194,673 | $50,815+283.1% | $155,509+25.2% | $77,643+150.7% |
| Participation rate | 80.7% | 63.1%+17.6pp | 78.2%+2.5pp | 70.6%+10.1pp |
| Annual return | 14.91% | 34.80%-19.9pp | 64.67%-49.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $7,525 | $1,993+277.6% | $4,672+61.0% | $2,726+176.1% |
| Participant deferral / active EE | $5,398 | $2,822+91.3% | $5,626-4.1% | $4,647+16.2% |
| Admin fee / account holder | $337 | $437-22.9% | $15,912-97.9% | $430-21.8% |