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 13 · EIN 42-0127290 | Contract Administrator | $304,527 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $188,953 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP, Service code 27 · EIN 33-0818667 | Advisory (Plan) | $93,096 |
GROOM LAW GROUP1 year Service code 27 · EIN 52-1219029 | Advisory (Plan) | $10,362 |
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 | $121,877 | $122,186-0.3% | $146,958-17.1% | $199,593-38.9% |
| Participation rate | 98.8% | 78.3%+20.5pp | 82.2%+16.6pp | 72.0%+26.8pp |
| Annual return | 16.28% | 30.56%-14.3pp | 418.34%-402.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $4,228 | $4,093+3.3% | $4,933-14.3% | $3,034+39.4% |
| Participant deferral / active EE | $12,000 | $8,502+41.1% | $8,070+48.7% | $5,087+135.9% |
| Admin fee / account holder | $107 | $179-40.0% | $12,998-99.2% | $269-60.1% |