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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,303 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $41,345 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,194 | $88,890-42.4% | $102,423-50.0% | $77,643-34.1% |
| Participation rate | 93.0% | 80.9%+12.1pp | 76.5%+16.6pp | 70.6%+22.5pp |
| Annual return | 15.14% | 24.98%-9.8pp | 29.32%-14.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,719 | $2,698+0.8% | $3,023-10.1% | $2,726-0.3% |
| Participant deferral / active EE | $4,042 | $5,145-21.4% | $5,053-20.0% | $4,647-13.0% |
| Admin fee / account holder | $107 | $235-54.6% | $9,451-98.9% | $430-75.2% |