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 5-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 | $96,661 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $54,375 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $42,000 |
K&L GATES6+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $36,887 |
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 | $212,982 | $110,299+93.1% | $102,423+107.9% | $199,593+6.7% |
| Participation rate | 98.4% | 86.3%+12.1pp | 76.5%+21.9pp | 72.0%+26.4pp |
| Annual return | 16.27% | 35.73%-19.5pp | 29.32%-13.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $6,046 | $3,603+67.8% | $3,023+100.0% | $3,034+99.3% |
| Participant deferral / active EE | $16,861 | $6,376+164.5% | $5,053+233.7% | $5,087+231.5% |
| Admin fee / account holder | $37 | $122-70.0% | $9,451-99.6% | $269-86.4% |