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 Filed as: SAGEVIEW ADVISORY GROUP Service code 99 | Other Fees | $52,030 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $20,389 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,490 |
ASCENSUS LLC2 years Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 99 · EIN 33-0818667 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,817 | $60,323+164.9% | $81,812+95.3% | $74,495+114.5% |
| Participation rate | 93.4% | 62.9%+30.5pp | 72.3%+21.0pp | 67.2%+26.2pp |
| Annual return | 20.87% | 16.90%+4.0pp | 773.79%-752.9pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $6,844 | $2,620+161.2% | $2,912+135.0% | $2,623+160.9% |
| Participant deferral / active EE | $15,035 | $3,387+343.9% | $4,319+248.2% | $4,346+246.0% |
| Admin fee / account holder | $436 | $1,486-70.6% | $7,386-94.1% | $1,942-77.5% |