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 | $113,240 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $58,489 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573993 | Accounting | $7,560 |
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 | $169,552 | $176,491-3.9% | $95,952+76.7% | $90,288+87.8% |
| Participation rate | 93.4% | 86.6%+6.8pp | 77.1%+16.3pp | 73.4%+20.0pp |
| Annual return | 17.55% | 20.14%-2.6pp | 91.61%-74.1pp | 53.97%-36.4pp |
| Employer contribution / active EE | $2,442 | $2,789-12.4% | $2,541-3.9% | $2,524-3.3% |
| Participant deferral / active EE | $15,696 | $5,340+194.0% | $4,167+276.7% | $4,232+270.9% |
| Admin fee / account holder | $113 | $154-26.7% | $6,795-98.3% | $114-1.0% |