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 | $313,068 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $121,809 |
HKG LLP7+ years Filed as: HKG, LLP Service code 10 · EIN 95-4552788 | Accounting | $12,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,122 | $67,512-3.5% | $185,823-65.0% | $93,030-30.0% |
| Participation rate | 59.3% | 67.1%-7.9pp | 81.7%-22.4pp | 73.9%-14.7pp |
| Annual return | 13.43% | 21.04%-7.6pp | 122.05%-108.6pp | 158.70%-145.3pp |
| Employer contribution / active EE | $180 | $1,783-89.9% | $5,167-96.5% | $2,706-93.3% |
| Participant deferral / active EE | $4,160 | $3,035+37.1% | $5,568-25.3% | $4,562-8.8% |
| Admin fee / account holder | $144 | $318-54.6% | $16,237-99.1% | $152-4.9% |