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 9-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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $122,302 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISOR GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $30,000 |
LUTZ & COMPANY, PC1+ years Filed as: LUTZ & CO CPA Service code 10 · EIN 47-0625816 | Accounting | $13,500 |
Filed as: BENEFIT PLANS, INC Service code 15 16924 FRANCES STREET, STE 100 · OMAHA, NE 68130 | Recordkeeping | $5,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,244 | $63,299-9.6% | $91,001-37.1% | $62,292-8.1% |
| Participation rate | 88.1% | 73.3%+14.8pp | 75.6%+12.5pp | 69.5%+18.6pp |
| Annual return | 19.98% | 20.99%-1.0pp | 4.60%+15.4pp | 28.90%-8.9pp |
| Employer contribution / active EE | $2,278 | $1,807+26.1% | $2,456-7.2% | $2,042+11.5% |
| Participant deferral / active EE | $4,983 | $2,943+69.4% | $3,547+40.5% | $3,169+57.3% |
| Admin fee / account holder | $758 | $468+62.1% | $5,417-86.0% | $479+58.1% |