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 | Shareholder servicing fees; Sales loa... | $177,382 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $46,646 |
SMITH & HOWARD, PC6+ years Service code 10 · EIN 58-1250486 | Accounting | $20,500 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,171 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $137,556 | $78,419+75.4% | $133,956+2.7% | $73,409+87.4% |
| Participation rate | 98.1% | 78.6%+19.5pp | 79.8%+18.3pp | 72.2%+26.0pp |
| Annual return | 13.78% | 33.35%-19.6pp | 45.09%-31.3pp | 59.29%-45.5pp |
| Employer contribution / active EE | $3,070 | $2,044+50.2% | $3,919-21.7% | $2,234+37.4% |
| Participant deferral / active EE | $10,286 | $3,925+162.0% | $5,048+103.8% | $3,805+170.3% |
| Admin fee / account holder | $389 | $161+141.4% | $8,927-95.6% | $158+146.6% |