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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $157,120 |
MOSS ADAMS LLP6 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $27,825 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 16 · EIN 33-0818667 | Consulting | $9,753 |
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 | $191,120 | $103,918+83.9% | $94,646+101.9% | $80,160+138.4% |
| Participation rate | 98.1% | 85.8%+12.3pp | 80.8%+17.3pp | 72.9%+25.2pp |
| Annual return | 20.78% | 27.77%-7.0pp | 156.71%-135.9pp | 40.38%-19.6pp |
| Employer contribution / active EE | $5,770 | $3,539+63.0% | $3,672+57.1% | $2,978+93.8% |
| Participant deferral / active EE | $22,234 | $9,528+133.4% | $7,418+199.7% | $5,017+343.1% |
| Admin fee / account holder | $65 | $96-32.5% | $7,231-99.1% | $145-55.1% |