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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $94,358 |
Filed as: SAGEVIEW ADVISORY GROUP, LLC. Service code 16 · EIN 33-0181866 | Consulting | $89,313 |
WHITE NELSON DIEHL EVANS LLP4+ years Service code 99 · EIN 33-0686301 | Other Fees | $15,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,263 | $78,852+112.1% | $76,768+117.9% | $75,289+122.2% |
| Participation rate | 68.7% | 85.0%-16.2pp | 77.0%-8.2pp | 72.4%-3.7pp |
| Annual return | -3.68% | -1.29%-2.4pp | 2.43%-6.1pp | -0.04%-3.6pp |
| Employer contribution / active EE | $2,412 | $2,794-13.7% | $2,485-2.9% | $2,405+0.3% |
| Participant deferral / active EE | $7,727 | $4,800+61.0% | $3,852+100.6% | $3,739+106.7% |
| Admin fee / account holder | $194 | $79+146.2% | $6,675-97.1% | $102+90.1% |