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 15 · EIN 35-0145825 | Recordkeeping | $34,917 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $14,999 |
AXA EQUITABLE LIFE INSURANCE CO7+ years Filed as: AXA Service code 10 · EIN 13-5570651 | Accounting | $1,140 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,871 | $50,815-66.8% | $155,509-89.2% | $77,643-78.3% |
| Participation rate | 73.6% | 63.1%+10.5pp | 78.2%-4.6pp | 70.6%+3.1pp |
| Annual return | 13.01% | 34.80%-21.8pp | 64.67%-51.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $430 | $1,993-78.4% | $4,672-90.8% | $2,726-84.2% |
| Participant deferral / active EE | $3,134 | $2,822+11.0% | $5,626-44.3% | $4,647-32.6% |
| Admin fee / account holder | $56 | $437-87.1% | $15,912-99.6% | $430-86.9% |