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 | $66,123 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 16 · EIN 33-0818667 | Consulting | $25,889 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $12,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,747 | $99,078-9.4% | $96,544-7.0% | $74,419+20.6% |
| Participation rate | 84.9% | 80.7%+4.3pp | 76.0%+9.0pp | 70.7%+14.2pp |
| Annual return | 22.95% | 22.48%+0.5pp | 25.84%-2.9pp | 34.38%-11.4pp |
| Employer contribution / active EE | $1,906 | $2,570-25.8% | $2,965-35.7% | $2,637-27.7% |
| Participant deferral / active EE | $6,495 | $4,933+31.7% | $4,851+33.9% | $4,528+43.4% |
| Admin fee / account holder | $225 | $225+0.3% | $8,252-97.3% | $348-35.3% |