See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,077 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $21,855 |
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 | $29,386 | $53,136-44.7% | $155,509-81.1% | $199,593-85.3% |
| Participation rate | 81.5% | 64.1%+17.4pp | 78.2%+3.3pp | 72.0%+9.5pp |
| Annual return | 26.47% | 41.15%-14.7pp | 64.67%-38.2pp | 34.25%-7.8pp |
| Employer contribution / active EE | $884 | $1,851-52.2% | $4,672-81.1% | $3,034-70.9% |
| Participant deferral / active EE | $3,794 | $3,161+20.0% | $5,626-32.6% | $5,087-25.4% |
| Admin fee / account holder | $51 | $185-72.2% | $15,912-99.7% | $269-80.9% |