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, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $32,500 |
CUTRARA & COMPANY4 years Service code 15 · EIN 36-2887252 | Recordkeeping | $27,500 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,508 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,380 | $78,485+64.8% | $106,213+21.8% | $74,495+73.7% |
| Participation rate | 93.3% | 72.8%+20.5pp | 75.3%+18.0pp | 67.2%+26.1pp |
| Annual return | 16.14% | 15.95%+0.2pp | 116.14%-100.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $4,507 | $2,523+78.6% | $3,171+42.1% | $2,623+71.8% |
| Participant deferral / active EE | $13,375 | $4,322+209.4% | $5,016+166.6% | $4,346+207.8% |
| Admin fee / account holder | $281 | $2,232-87.4% | $11,033-97.5% | $1,942-85.5% |