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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $258,540 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $68,000 |
MMA SECURITIES LLC4 years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 23 · EIN 36-1436000 | Insurance services | $47,170 |
MITCHELL & TITUS, LLP8 years Filed as: MITCHELL SILBERBERG & KNUPP LLP Service code 29 · EIN 95-1883538 | Legal | $20,640 |
MILLER KAPLAN ARASE LLP10+ years Filed as: MILLER KAPLAN ARASE, LLP Service code 10 · EIN 95-2036255 | Accounting | $20,300 |
Filed as: CBIZ BENEFITS & INSURANCE SVCS Service code 27 · EIN 31-1582098 | Advisory (Plan) | $16,514 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,490 | $115,744+18.8% | $100,391+37.0% | $199,593-31.1% |
| Participation rate | 97.1% | 85.7%+11.4pp | 81.5%+15.6pp | 72.0%+25.1pp |
| Annual return | 12.65% | 17.79%-5.1pp | 49.20%-36.6pp | 34.25%-21.6pp |
| Employer contribution / active EE | $0 | $3,657-100.0% | $3,942-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $6,124 | $9,844-37.8% | $8,082-24.2% | $5,087+20.4% |
| Admin fee / account holder | $89 | $93-3.8% | $7,899-98.9% | $269-66.8% |