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 | $113,636 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $85,086 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $20,618 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,241 |
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 | $182,526 | $104,697+74.3% | $96,544+89.1% | $80,160+127.7% |
| Participation rate | 95.2% | 86.4%+8.8pp | 76.0%+19.2pp | 72.9%+22.3pp |
| Annual return | 19.58% | 21.78%-2.2pp | 25.84%-6.3pp | 40.38%-20.8pp |
| Employer contribution / active EE | $2,358 | $3,536-33.3% | $2,965-20.5% | $2,978-20.8% |
| Participant deferral / active EE | $17,252 | $6,188+178.8% | $4,851+255.6% | $5,017+243.8% |
| Admin fee / account holder | $133 | $107+24.4% | $8,252-98.4% | $145-8.4% |