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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 16 · EIN 33-0818667 | Consulting | $58,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,332 |
Filed as: ALDRICH SERVICES LLP Service code 10 · EIN 20-4730205 | Accounting | $24,900 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,212 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $426,189 | $95,274+347.3% | $135,903+213.6% | $74,419+472.7% |
| Participation rate | 98.5% | 78.2%+20.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 19.18% | 32.77%-13.6pp | 68.23%-49.0pp | 34.38%-15.2pp |
| Employer contribution / active EE | $8,982 | $3,874+131.8% | $4,856+85.0% | $2,637+240.6% |
| Participant deferral / active EE | $14,127 | $7,782+81.5% | $7,758+82.1% | $4,528+212.0% |
| Admin fee / account holder | $248 | $266-6.7% | $10,762-97.7% | $348-28.6% |