Filed July 19, 2022
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 37 · EIN 04-2647786 | Loan Processing | $23,236 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $17,500 |
WATHEN DESHONG & JUNCKER1 year Service code 10 · EIN 74-1694817 | Accounting | $12,600 |
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 | $102,796 | $92,971+10.6% | $96,683+6.3% | $74,419+38.1% |
| Participation rate | 87.1% | 71.5%+15.5pp | 74.3%+12.7pp | 70.7%+16.4pp |
| Annual return | 18.81% | 37.49%-18.7pp | 35.69%-16.9pp | 34.38%-15.6pp |
| Employer contribution / active EE | $3,440 | $3,426+0.4% | $3,737-8.0% | $2,637+30.4% |
| Participant deferral / active EE | $5,338 | $3,970+34.4% | $4,878+9.4% | $4,528+17.9% |
| Admin fee / account holder | $163 | $633-74.2% | $6,730-97.6% | $348-53.1% |