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 | $38,697 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,000 |
MOSS ADAMS LLP10+ years Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $0 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,595 | $60,261+40.4% | $81,783+3.4% | $74,546+13.5% |
| Participation rate | 90.1% | 62.9%+27.3pp | 72.4%+17.8pp | 67.2%+22.9pp |
| Annual return | 14.32% | 16.88%-2.6pp | 775.05%-760.7pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $1,635 | $2,622-37.6% | $2,913-43.9% | $2,624-37.7% |
| Participant deferral / active EE | $5,891 | $3,388+73.9% | $4,320+36.4% | $4,347+35.5% |
| Admin fee / account holder | $250 | $1,482-83.2% | $7,380-96.6% | $1,944-87.2% |