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, LLC3 years Service code 27 · EIN 33-0818667 4000 MACARTHUR BLVD. STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $21,875 |
AAFCPAS, INC.6 years Service code 10 · EIN 04-2571780 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $10,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,833 | $91,762+11.0% | $67,502+50.9% | $77,643+31.2% |
| Participation rate | 75.3% | 75.9%-0.6pp | 72.9%+2.4pp | 70.6%+4.7pp |
| Annual return | 12.57% | 14.87%-2.3pp | 3512.12%-3499.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $6,711 | $3,181+111.0% | $2,731+145.8% | $2,726+146.2% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $48 | $176-72.9% | $3,998-98.8% | $430-88.9% |