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 10-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 12 · EIN 13-3689044 | Direct payment from the plan; Float r... | $45,373 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,000 |
MOSS ADAMS LLP6+ years Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $16,990 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $36 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $152,526 | $99,957+52.6% | $149,696+1.9% | $73,488+107.6% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 16.31% | 53.87%-37.6pp | 276.60%-260.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $5,174 | $3,191+62.1% | $4,644+11.4% | $2,270+127.9% |
| Participant deferral / active EE | $7,918 | $6,073+30.4% | $6,842+15.7% | $3,740+111.7% |
| Admin fee / account holder | $328 | $551-40.4% | $9,309-96.5% | $513-36.0% |