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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,374 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,500 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,686 |
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 | $168,776 | $89,808+87.9% | $100,391+68.1% | $77,643+117.4% |
| Participation rate | 77.3% | 81.2%-3.8pp | 81.5%-4.1pp | 70.6%+6.8pp |
| Annual return | 14.46% | 20.62%-6.2pp | 49.20%-34.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,709 | $3,039+22.0% | $3,942-5.9% | $2,726+36.1% |
| Participant deferral / active EE | $13,428 | $8,284+62.1% | $8,082+66.2% | $4,647+188.9% |
| Admin fee / account holder | $211 | $174+20.7% | $7,899-97.3% | $430-51.1% |