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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,252 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 16 · EIN 33-0818667 | Consulting | $30,399 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $9,240 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,254 | $72,254+2.8% | $86,677-14.3% | $64,808+14.6% |
| Participation rate | 86.8% | 80.4%+6.4pp | 76.6%+10.2pp | 71.5%+15.3pp |
| Annual return | -19.68% | 392.42%-412.1pp | 35.91%-55.6pp | 32.82%-52.5pp |
| Employer contribution / active EE | $1,799 | $2,393-24.8% | $2,836-36.6% | $2,506-28.2% |
| Participant deferral / active EE | $5,785 | $4,658+24.2% | $4,656+24.3% | $4,310+34.2% |
| Admin fee / account holder | $233 | $174+34.2% | $7,493-96.9% | $188+24.3% |