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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $55,342 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $11,168 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $891 | $45,719-98.1% | $96,139-99.1% | $93,030-99.0% |
| Participation rate | 79.4% | 45.8%+33.5pp | 68.4%+10.9pp | 73.9%+5.5pp |
| Annual return | 13.92% | 3211.95%-3198.0pp | 191.94%-178.0pp | 158.70%-144.8pp |
| Employer contribution / active EE | $382 | $1,139-66.4% | $2,797-86.3% | $2,706-85.9% |
| Participant deferral / active EE | $121 | $2,344-94.8% | $4,349-97.2% | $4,562-97.4% |
| Admin fee / account holder | $9 | $128-92.7% | $5,537-99.8% | $152-93.8% |