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 | $66,098-83.7% | $101,794-89.4% | $74,304-85.5% |
| Participation rate | 84.1% | 53.8%+30.3pp | 69.2%+14.9pp | 60.3%+23.7pp |
| Annual return | 16.95% | 19.59%-2.6pp | 30.53%-13.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,369 | $1,082+26.6% | $2,289-40.2% | $2,241-38.9% |
| Participant deferral / active EE | $3,184 | $2,781+14.5% | $4,084-22.0% | $3,767-15.5% |
| Admin fee / account holder | $166 | $4,146-96.0% | $8,777-98.1% | $2,969-94.4% |