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 13 · EIN 06-1050034 | Contract Administrator | $183,248 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $12,500 |
ACE CASH EXPRESS, INC1 year Service code 10 · EIN 75-2142963 | Accounting | $7,950 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,113 | $39,819-36.9% | $67,834-63.0% | $57,658-56.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 5.36% | 9.19%-3.8pp | 138.47%-133.1pp | 5.13%+0.2pp |
| Employer contribution / active EE | $1,216 | $1,277-4.8% | $2,403-49.4% | $1,974-38.4% |
| Participant deferral / active EE | $3,593 | $2,209+62.6% | $3,160+13.7% | $3,061+17.4% |
| Admin fee / account holder | $162 | $84+94.2% | $4,622-96.5% | $95+71.8% |