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 7-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 |
|---|---|---|
FINANCIAL ENGINES7+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $222,353 |
Service code 37 · EIN 04-2647786 | Loan Processing | $79,076 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $49,811 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $36,050 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $7,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,868 | $112,623+121.0% | $106,213+134.3% | $199,593+24.7% |
| Participation rate | 97.0% | 86.2%+10.7pp | 75.3%+21.7pp | 72.0%+25.0pp |
| Annual return | 13.68% | 15.57%-1.9pp | 116.14%-102.5pp | 34.25%-20.6pp |
| Employer contribution / active EE | $11,068 | $4,575+141.9% | $3,171+249.0% | $3,034+264.8% |
| Participant deferral / active EE | $12,156 | $6,659+82.5% | $5,016+142.3% | $5,087+139.0% |
| Admin fee / account holder | $193 | $107+80.7% | $11,033-98.2% | $269-28.1% |