See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,215 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $30,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,097 | $62,267-0.3% | $110,238-43.7% | $55,725+11.4% |
| Participation rate | 51.5% | 78.1%-26.6pp | 79.8%-28.3pp | 70.9%-19.3pp |
| Annual return | -3.75% | -1.07%-2.7pp | 314.74%-318.5pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,059 | $1,941+6.1% | $3,826-46.2% | $2,078-0.9% |
| Participant deferral / active EE | $3,579 | $3,516+1.8% | $4,672-23.4% | $3,356+6.6% |
| Admin fee / account holder | $182 | $121+50.9% | $8,547-97.9% | $115+58.4% |