Filed May 29, 2020
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $249,476 |
SAGE ADVISORY SERVICES5 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $70,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,035 | $56,102-5.5% | $101,794-47.9% | $102,872-48.4% |
| Participation rate | 55.2% | 70.4%-15.2pp | 69.2%-14.0pp | 73.0%-17.8pp |
| Annual return | 19.84% | 14.06%+5.8pp | 30.53%-10.7pp | 19.06%+0.8pp |
| Employer contribution / active EE | $1,559 | $1,380+12.9% | $2,289-31.9% | $3,526-55.8% |
| Participant deferral / active EE | $3,573 | $2,801+27.5% | $4,084-12.5% | $5,535-35.4% |
| Admin fee / account holder | $85 | $262-67.5% | $8,777-99.0% | $292-70.9% |