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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 15 · EIN 33-0818667 | Recordkeeping | $50,681 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,860 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $10,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,902 | $92,055-30.6% | $106,213-39.8% | $77,643-17.7% |
| Participation rate | 60.4% | 81.0%-20.6pp | 75.3%-14.9pp | 70.6%-10.2pp |
| Annual return | 17.65% | 17.91%-0.3pp | 116.14%-98.5pp | 31.24%-13.6pp |
| Employer contribution / active EE | $2,020 | $3,367-40.0% | $3,171-36.3% | $2,726-25.9% |
| Participant deferral / active EE | $4,157 | $5,386-22.8% | $5,016-17.1% | $4,647-10.5% |
| Admin fee / account holder | $110 | $219-50.0% | $11,033-99.0% | $430-74.5% |