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 7-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 01-0233346 | Recordkeeping | $83,606 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORS Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,410 | $98,727-24.6% | $113,168-34.2% | $85,563-13.0% |
| Participation rate | 93.4% | 80.8%+12.6pp | 76.6%+16.8pp | 66.0%+27.4pp |
| Annual return | 23.10% | 17.43%+5.7pp | 24.27%-1.2pp | 31.51%-8.4pp |
| Employer contribution / active EE | $3,923 | $2,907+35.0% | $2,975+31.9% | $2,654+47.8% |
| Participant deferral / active EE | $8,230 | $5,424+51.7% | $5,107+61.2% | $4,375+88.1% |
| Admin fee / account holder | $189 | $357-47.0% | $12,068-98.4% | $834-77.3% |