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 5-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 15 · EIN 13-3689044 | Recordkeeping | $37,618 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,558 |
LEE CPA AUDIT GROUP3 years Service code 10 · EIN 81-4637885 | Accounting | $8,700 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $5,325 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,775 | $89,753-44.5% | $107,525-53.7% | $84,808-41.3% |
| Participation rate | 97.4% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.1pp |
| Annual return | 13.27% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $285 | $3,113-90.8% | $3,754-92.4% | $2,631-89.2% |
| Participant deferral / active EE | $6,988 | $4,056+72.3% | $5,116+36.6% | $4,212+65.9% |
| Admin fee / account holder | $443 | $7,222-93.9% | $8,919-95.0% | $7,344-94.0% |