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 4-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,445 |
Filed as: SAGEVIEW ADVISORY GRP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,920 |
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 | $243,790 | $99,078+146.1% | $96,544+152.5% | $74,419+227.6% |
| Participation rate | 99.2% | 80.7%+18.5pp | 76.0%+23.2pp | 70.7%+28.5pp |
| Annual return | 24.33% | 22.48%+1.8pp | 25.84%-1.5pp | 34.38%-10.1pp |
| Employer contribution / active EE | $5,493 | $2,570+113.7% | $2,965+85.3% | $2,637+108.3% |
| Participant deferral / active EE | $15,423 | $4,933+212.6% | $4,851+218.0% | $4,528+240.6% |
| Admin fee / account holder | $58 | $225-74.3% | $8,252-99.3% | $348-83.4% |