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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,486 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $11,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,236 | $45,863-62.4% | $77,024-77.6% | $68,494-74.8% |
| Participation rate | 87.6% | 55.9%+31.7pp | 67.9%+19.7pp | 67.9%+19.7pp |
| Annual return | -18.67% | 1.72%-20.4pp | 42.32%-61.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,386 | $1,650-16.0% | $2,812-50.7% | $2,596-46.6% |
| Participant deferral / active EE | $3,257 | $2,962+10.0% | $4,426-26.4% | $4,027-19.1% |
| Admin fee / account holder | $194 | $3,041-93.6% | $5,425-96.4% | $5,403-96.4% |