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 4-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 |
|---|---|---|
ECONOMIC GROUP PENSION SERVICES4+ years Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $0 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 99 · EIN 33-0818667 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,777 | $65,246-83.5% | $98,716-89.1% | $67,986-84.1% |
| Participation rate | 84.1% | 51.4%+32.6pp | 69.3%+14.8pp | 57.2%+26.9pp |
| Annual return | 16.95% | 20.58%-3.6pp | 31.81%-14.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $1,369 | $1,042+31.4% | $2,279-39.9% | $2,019-32.2% |
| Participant deferral / active EE | $3,184 | $2,594+22.7% | $4,048-21.3% | $3,358-5.2% |
| Admin fee / account holder | $166 | $4,561-96.4% | $8,703-98.1% | $3,203-94.8% |