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 | $313,859 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,012 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $15,580 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,676 | $40,278-95.8% | $80,569-97.9% | $80,160-97.9% |
| Participation rate | 100.0% | 47.5%+52.5pp | 67.0%+33.0pp | 72.9%+27.1pp |
| Annual return | 11.88% | 50.86%-39.0pp | 935.43%-923.5pp | 40.38%-28.5pp |
| Employer contribution / active EE | $658 | $1,332-50.6% | $2,723-75.9% | $2,978-77.9% |
| Participant deferral / active EE | $461 | $2,696-82.9% | $4,447-89.6% | $5,017-90.8% |
| Admin fee / account holder | $37 | $210-82.5% | $5,377-99.3% | $145-74.7% |