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; Recordk... | $54,096 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,000 |
MOSS ADAMS LLP7+ years Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $16,990 |
NATIONAL FINANCIAL SERVICES7+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,352 | $104,475+65.0% | $159,436+8.1% | $79,386+117.1% |
| Participation rate | 96.8% | 76.6%+20.2pp | 82.8%+14.0pp | 70.7%+26.1pp |
| Annual return | 13.62% | 67.95%-54.3pp | 263.57%-249.9pp | 116.85%-103.2pp |
| Employer contribution / active EE | $5,235 | $3,417+53.2% | $4,829+8.4% | $2,427+115.7% |
| Participant deferral / active EE | $8,579 | $6,467+32.7% | $7,352+16.7% | $4,046+112.1% |
| Admin fee / account holder | $357 | $711-49.8% | $10,799-96.7% | $626-43.0% |