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 3-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 15 · EIN 13-3689044 | Recordkeeping | $78,753 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $51,093 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,057 | $50,458-36.5% | $159,960-80.0% | $64,808-50.5% |
| Participation rate | 97.8% | 68.0%+29.8pp | 78.0%+19.8pp | 71.5%+26.3pp |
| Annual return | -15.28% | -13.42%-1.9pp | 408.60%-423.9pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,069 | $1,722-38.0% | $4,226-74.7% | $2,506-57.4% |
| Participant deferral / active EE | $4,747 | $4,004+18.6% | $6,182-23.2% | $4,310+10.1% |
| Admin fee / account holder | $155 | $706-78.0% | $8,698-98.2% | $188-17.3% |