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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $553,169 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,943 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,024 | $112,623+201.0% | $106,213+219.2% | $199,593+69.9% |
| Participation rate | 98.9% | 86.2%+12.6pp | 75.3%+23.6pp | 72.0%+26.9pp |
| Annual return | 16.30% | 15.57%+0.7pp | 116.14%-99.8pp | 34.25%-17.9pp |
| Employer contribution / active EE | $23,434 | $4,575+412.2% | $3,171+638.9% | $3,034+672.3% |
| Participant deferral / active EE | $20,423 | $6,659+206.7% | $5,016+307.2% | $5,087+301.5% |
| Admin fee / account holder | $231 | $107+115.7% | $11,033-97.9% | $269-14.1% |