See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,636 |
MAXWELL LOCKE & RITTER LLP2 years Service code 10 · EIN 74-2900215 | Accounting | $29,000 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY Service code 27 · EIN 33-0818667 | Advisory (Plan) | $22,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,403 | $78,485+159.2% | $106,213+91.5% | $74,495+173.0% |
| Participation rate | 95.5% | 72.8%+22.7pp | 75.3%+20.2pp | 67.2%+28.3pp |
| Annual return | 13.38% | 15.95%-2.6pp | 116.14%-102.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,317 | $2,523+31.5% | $3,171+4.6% | $2,623+26.4% |
| Participant deferral / active EE | $7,732 | $4,322+78.9% | $5,016+54.1% | $4,346+77.9% |
| Admin fee / account holder | $427 | $2,232-80.9% | $11,033-96.1% | $1,942-78.0% |