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 7-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 37 · EIN 04-2647786 | Loan Processing | $70,793 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $65,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,022 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,313 | $104,317+359.5% | $159,436+200.6% | $86,799+452.2% |
| Participation rate | 93.5% | 77.7%+15.8pp | 82.8%+10.6pp | 72.3%+21.2pp |
| Annual return | 15.48% | 26.32%-10.8pp | 263.57%-248.1pp | 97.91%-82.4pp |
| Employer contribution / active EE | $7,274 | $3,451+110.8% | $4,829+50.6% | $2,405+202.4% |
| Participant deferral / active EE | $12,717 | $6,837+86.0% | $7,352+73.0% | $4,131+207.9% |
| Admin fee / account holder | $274 | $172+58.9% | $10,799-97.5% | $170+61.4% |