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 | $92,182 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $55,215 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $292 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,228 | $56,638-29.0% | $169,368-76.2% | $74,419-45.9% |
| Participation rate | 94.0% | 67.5%+26.4pp | 77.1%+16.8pp | 70.7%+23.2pp |
| Annual return | 17.70% | 24.75%-7.0pp | 405.60%-387.9pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,231 | $2,027-39.2% | $4,013-69.3% | $2,637-53.3% |
| Participant deferral / active EE | $5,538 | $4,223+31.1% | $6,221-11.0% | $4,528+22.3% |
| Admin fee / account holder | $175 | $307-42.8% | $9,003-98.1% | $348-49.6% |