See peer percentile detail. $4.99 for your first month.
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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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,588 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $48,000 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $46,790 |
PENSION ASSURANCE LLP1 year Service code 99 · EIN 30-0840934 | Other Fees | $13,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $262,792 | $88,890+195.6% | $102,423+156.6% | $77,643+238.5% |
| Participation rate | 97.4% | 80.9%+16.5pp | 76.5%+20.9pp | 70.6%+26.9pp |
| Annual return | 17.09% | 24.98%-7.9pp | 29.32%-12.2pp | 31.24%-14.2pp |
| Employer contribution / active EE | $5,300 | $2,698+96.5% | $3,023+75.3% | $2,726+94.4% |
| Participant deferral / active EE | $15,744 | $5,145+206.0% | $5,053+211.6% | $4,647+238.8% |
| Admin fee / account holder | $299 | $235+26.8% | $9,451-96.8% | $430-30.6% |