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 60 · EIN 04-2647786 | Sub-TA Fees | $253,245 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $87,205 |
HKG LLP5+ years Filed as: HKG, LLP Service code 10 · EIN 95-4552788 | Accounting | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,107 | $47,456+5.6% | $172,739-71.0% | $77,787-35.6% |
| Participation rate | 53.5% | 66.3%-12.7pp | 82.6%-29.1pp | 73.2%-19.7pp |
| Annual return | 21.40% | 35.57%-14.2pp | 802.84%-781.4pp | 32.57%-11.2pp |
| Employer contribution / active EE | $174 | $1,574-89.0% | $5,143-96.6% | $2,504-93.1% |
| Participant deferral / active EE | $3,324 | $2,560+29.9% | $5,198-36.0% | $3,967-16.2% |
| Admin fee / account holder | $123 | $81+52.3% | $13,954-99.1% | $100+23.0% |