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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,719 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,360 |
Filed as: SERVATIUS, OBRIEN & FONG Service code 16 · EIN 45-5514068 | Consulting | $8,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,695 | $62,573+52.9% | $85,682+11.7% | $85,850+11.5% |
| Participation rate | 74.7% | 61.1%+13.6pp | 69.9%+4.8pp | 69.3%+5.4pp |
| Annual return | 13.06% | 23.77%-10.7pp | 21.49%-8.4pp | 318.53%-305.5pp |
| Employer contribution / active EE | $782 | $1,757-55.5% | $2,618-70.2% | $2,565-69.5% |
| Participant deferral / active EE | $5,372 | $2,802+91.7% | $3,923+36.9% | $3,952+35.9% |
| Admin fee / account holder | $532 | $4,640-88.5% | $6,873-92.3% | $6,260-91.5% |