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 | Participant communication; Account ma... | $188,220 |
SMITH & HOWARD, PC8+ years Service code 10 · EIN 58-1250486 | Accounting | $49,485 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $11,000 |
Service code 33 · EIN 22-3623353 | Securities brokerage; Securities brok... | $5,349 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $267 |
NATIONAL FINANCIAL SERVICES8+ 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,270 | $71,142+64.8% | $119,609-2.0% | $64,808+81.0% |
| Participation rate | 99.5% | 78.6%+20.8pp | 79.3%+20.2pp | 71.5%+28.0pp |
| Annual return | -15.34% | -10.01%-5.3pp | -14.97%-0.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $4,114 | $2,497+64.7% | $4,232-2.8% | $2,506+64.2% |
| Participant deferral / active EE | $10,422 | $4,490+132.1% | $5,602+86.0% | $4,310+141.8% |
| Admin fee / account holder | $403 | $162+148.6% | $10,323-96.1% | $188+114.6% |