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 | $101,051 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 16 · EIN 33-0818667 | Consulting | $69,810 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $172 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,109 | $62,624-28.0% | $177,989-74.7% | $77,643-41.9% |
| Participation rate | 97.1% | 66.8%+30.2pp | 77.1%+20.0pp | 70.6%+26.5pp |
| Annual return | 13.60% | 16.16%-2.6pp | 294.48%-280.9pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,259 | $1,909-34.1% | $3,949-68.1% | $2,726-53.8% |
| Participant deferral / active EE | $5,666 | $4,219+34.3% | $6,276-9.7% | $4,647+21.9% |
| Admin fee / account holder | $190 | $386-50.7% | $10,363-98.2% | $430-55.8% |