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 6-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 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $92,307 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $28,437 |
CARON & BLETZER, PLLC6+ years Service code 10 · EIN 04-3499945 | Accounting | $16,100 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $300 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,139 | $57,610+77.3% | $154,803-34.0% | $102,872-0.7% |
| Participation rate | 77.5% | 59.5%+18.0pp | 78.1%-0.6pp | 73.0%+4.4pp |
| Annual return | 15.05% | 30.49%-15.4pp | 58.88%-43.8pp | 19.06%-4.0pp |
| Employer contribution / active EE | $2,454 | $1,883+30.3% | $4,305-43.0% | $3,526-30.4% |
| Participant deferral / active EE | $5,591 | $2,914+91.8% | $5,540+0.9% | $5,535+1.0% |
| Admin fee / account holder | $34 | $368-90.7% | $14,329-99.8% | $292-88.4% |