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 | Float revenue; Account maintenance fe... | $178,276 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $45,288 |
SMITH & HOWARD, PC5+ years Service code 10 · EIN 58-1250486 | Accounting | $20,500 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,687 | $69,159+74.5% | $125,175-3.6% | $67,579+78.6% |
| Participation rate | 98.6% | 78.2%+20.4pp | 79.8%+18.8pp | 71.3%+27.3pp |
| Annual return | 20.97% | 27.12%-6.1pp | 43.79%-22.8pp | 378.56%-357.6pp |
| Employer contribution / active EE | $3,428 | $2,023+69.4% | $3,865-11.3% | $2,148+59.6% |
| Participant deferral / active EE | $9,289 | $3,700+151.1% | $4,937+88.2% | $3,539+162.5% |
| Admin fee / account holder | $366 | $142+158.1% | $9,702-96.2% | $142+157.2% |