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 | $227,770 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $19,400 |
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 | $134,147 | $86,338+55.4% | $91,989+45.8% | $77,787+72.5% |
| Participation rate | 96.4% | 82.9%+13.5pp | 78.6%+17.8pp | 73.2%+23.2pp |
| Annual return | 27.18% | 29.65%-2.5pp | 69.02%-41.8pp | 32.57%-5.4pp |
| Employer contribution / active EE | $5,085 | $2,988+70.2% | $3,452+47.3% | $2,504+103.0% |
| Participant deferral / active EE | $15,380 | $6,908+122.6% | $5,923+159.7% | $3,967+287.7% |
| Admin fee / account holder | $96 | $79+20.5% | $7,743-98.8% | $100-4.5% |