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; Partici... | $72,812 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $214 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $148,126 | $104,317+42.0% | $159,436-7.1% | $86,799+70.7% |
| Participation rate | 74.1% | 77.7%-3.6pp | 82.8%-8.8pp | 72.3%+1.8pp |
| Annual return | 17.38% | 26.32%-8.9pp | 263.57%-246.2pp | 97.91%-80.5pp |
| Employer contribution / active EE | $1,088 | $3,451-68.5% | $4,829-77.5% | $2,405-54.8% |
| Participant deferral / active EE | $12,178 | $6,837+78.1% | $7,352+65.6% | $4,131+194.8% |
| Admin fee / account holder | $118 | $172-31.7% | $10,799-98.9% | $170-30.6% |