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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $292,145 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $143,806 |
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 | Accounting | $26,355 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $66,793 | $67,679-1.3% | $155,509-57.0% | $99,062-32.6% |
| Participation rate | 55.9% | 67.2%-11.3pp | 78.2%-22.3pp | 71.6%-15.7pp |
| Annual return | 14.24% | 16.16%-1.9pp | 64.67%-50.4pp | 17.66%-3.4pp |
| Employer contribution / active EE | $171 | $2,268-92.5% | $4,672-96.3% | $3,262-94.8% |
| Participant deferral / active EE | $4,202 | $3,828+9.8% | $5,626-25.3% | $5,331-21.2% |
| Admin fee / account holder | $126 | $94+34.6% | $15,912-99.2% | $109+15.7% |