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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $118,770 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 | Advisory (Participants) | $35,000 |
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 | $77,833 | $42,901+81.4% | $91,220-14.7% | $64,808+20.1% |
| Participation rate | 99.3% | 68.1%+31.2pp | 73.2%+26.1pp | 71.5%+27.9pp |
| Annual return | -17.48% | -13.53%-3.9pp | 114.01%-131.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $4,463 | $1,571+184.1% | $2,850+56.6% | $2,506+78.1% |
| Participant deferral / active EE | $13,390 | $3,501+282.5% | $4,234+216.3% | $4,310+210.7% |
| Admin fee / account holder | $128 | $131-2.1% | $5,420-97.6% | $188-31.6% |