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 12 · EIN 13-3689044 | Direct payment from the plan; Account... | $126,524 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $43,969 |
SMITH & HOWARD, PC4+ years Service code 10 · EIN 58-1250486 | Accounting | $20,000 |
Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,817 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $98,845 | $62,267+58.7% | $110,238-10.3% | $55,725+77.4% |
| Participation rate | 96.5% | 78.1%+18.4pp | 79.8%+16.7pp | 70.9%+25.7pp |
| Annual return | -3.93% | -1.07%-2.9pp | 314.74%-318.7pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,671 | $1,941+89.1% | $3,826-4.1% | $2,078+76.6% |
| Participant deferral / active EE | $9,031 | $3,516+156.9% | $4,672+93.3% | $3,356+169.1% |
| Admin fee / account holder | $265 | $121+118.8% | $8,547-96.9% | $115+129.7% |