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 | Recordkeeping fees; Participant loan ... | $73,205 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $280 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,542 | $82,202+40.6% | $125,339-7.8% | $64,808+78.3% |
| Participation rate | 74.2% | 77.9%-3.7pp | 82.4%-8.2pp | 71.5%+2.7pp |
| Annual return | -17.61% | 3.48%-21.1pp | 572.05%-589.7pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,136 | $3,615-68.6% | $4,814-76.4% | $2,506-54.7% |
| Participant deferral / active EE | $12,437 | $7,175+73.3% | $7,446+67.0% | $4,310+188.5% |
| Admin fee / account holder | $115 | $163-29.6% | $10,010-98.9% | $188-38.8% |