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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $68,148 |
MOSS ADAMS LLP10+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $30,450 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,783 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,962 | $88,890+112.6% | $102,423+84.5% | $77,643+143.4% |
| Participation rate | 95.2% | 80.9%+14.3pp | 76.5%+18.7pp | 70.6%+24.6pp |
| Annual return | 15.54% | 24.98%-9.4pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $4,128 | $2,698+53.0% | $3,023+36.5% | $2,726+51.4% |
| Participant deferral / active EE | $15,482 | $5,145+200.9% | $5,053+206.4% | $4,647+233.1% |
| Admin fee / account holder | $141 | $235-40.1% | $9,451-98.5% | $430-67.2% |