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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $313,205 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,744 | $113,293-75.5% | $67,502-58.9% | $199,593-86.1% |
| Participation rate | 92.7% | 73.3%+19.4pp | 72.9%+19.8pp | 72.0%+20.7pp |
| Annual return | 14.70% | 15.88%-1.2pp | 3512.12%-3497.4pp | 34.25%-19.6pp |
| Employer contribution / active EE | $625 | $3,401-81.6% | $2,731-77.1% | $3,034-79.4% |
| Participant deferral / active EE | $4,731 | $4,159+13.8% | $4,000+18.3% | $5,087-7.0% |
| Admin fee / account holder | $51 | $103-50.4% | $3,998-98.7% | $269-81.1% |