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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,052 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $69,628 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $29,300 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,947 | $115,744+74.5% | $100,391+101.2% | $199,593+1.2% |
| Participation rate | 93.6% | 85.7%+7.9pp | 81.5%+12.1pp | 72.0%+21.6pp |
| Annual return | 16.51% | 17.79%-1.3pp | 49.20%-32.7pp | 34.25%-17.7pp |
| Employer contribution / active EE | $3,753 | $3,657+2.6% | $3,942-4.8% | $3,034+23.7% |
| Participant deferral / active EE | $13,733 | $9,844+39.5% | $8,082+69.9% | $5,087+170.0% |
| Admin fee / account holder | $125 | $93+35.0% | $7,899-98.4% | $269-53.4% |