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 | $208,962 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $163,728 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $11,847 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,083 | $95,388+52.1% | $125,339+15.8% | $77,904+86.2% |
| Participation rate | 84.4% | 78.6%+5.8pp | 82.4%+2.0pp | 73.7%+10.7pp |
| Annual return | -18.03% | 116.19%-134.2pp | 572.05%-590.1pp | 12.21%-30.2pp |
| Employer contribution / active EE | $4,131 | $3,666+12.7% | $4,814-14.2% | $2,848+45.1% |
| Participant deferral / active EE | $7,821 | $7,711+1.4% | $7,446+5.0% | $4,806+62.7% |
| Admin fee / account holder | $158 | $119+33.3% | $10,010-98.4% | $133+19.5% |