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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 4000 MACARTHUR BLVD. STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $23,250 |
AAFCPAS, INC.5 years Service code 10 · EIN 04-2571780 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $20,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,512 | $83,884+11.5% | $64,056+46.0% | $74,419+25.7% |
| Participation rate | 72.2% | 76.6%-4.4pp | 72.3%-0.1pp | 70.7%+1.5pp |
| Annual return | 15.48% | 16.57%-1.1pp | 33.69%-18.2pp | 34.38%-18.9pp |
| Employer contribution / active EE | $6,543 | $3,084+112.2% | $2,747+138.2% | $2,637+148.1% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $70 | $196-64.1% | $3,068-97.7% | $348-79.8% |