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 | $253,222 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 ATTN ACCOUNTING · IRVINE, CA 92614 | Advisory (Plan) | $60,000 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 99 · EIN 91-0189318 | Other Fees | $20,475 |
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 | $167,610 | $102,389+63.7% | $100,516+66.8% | $90,288+85.6% |
| Participation rate | 97.1% | 84.0%+13.0pp | 79.4%+17.7pp | 73.4%+23.7pp |
| Annual return | 19.45% | 22.50%-3.1pp | 30.89%-11.4pp | 53.97%-34.5pp |
| Employer contribution / active EE | $5,423 | $3,056+77.4% | $3,418+58.7% | $2,524+114.9% |
| Participant deferral / active EE | $17,996 | $7,514+139.5% | $6,270+187.0% | $4,232+325.2% |
| Admin fee / account holder | $119 | $83+43.2% | $8,081-98.5% | $114+4.6% |