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 | $125,281 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $73,464 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,909 | $89,808+19.0% | $100,391+6.5% | $77,643+37.7% |
| Participation rate | 95.7% | 81.2%+14.5pp | 81.5%+14.3pp | 70.6%+25.2pp |
| Annual return | 16.91% | 20.62%-3.7pp | 49.20%-32.3pp | 31.24%-14.3pp |
| Employer contribution / active EE | $2,977 | $3,039-2.0% | $3,942-24.5% | $2,726+9.2% |
| Participant deferral / active EE | $17,301 | $8,284+108.9% | $8,082+114.1% | $4,647+272.3% |
| Admin fee / account holder | $142 | $174-18.6% | $7,899-98.2% | $430-67.0% |