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 5-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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,926 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE POINT FINANCIAL Service code 16 · EIN 20-1741754 | Consulting | $5,944 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,022 | $60,795-39.1% | $69,455-46.7% | $65,185-43.2% |
| Participation rate | 97.9% | 74.9%+23.1pp | 74.6%+23.3pp | 70.2%+27.7pp |
| Annual return | 15.24% | 17.46%-2.2pp | 28.97%-13.7pp | 29.38%-14.1pp |
| Employer contribution / active EE | $989 | $2,452-59.7% | $2,779-64.4% | $2,177-54.6% |
| Participant deferral / active EE | $708 | $3,162-77.6% | $3,535-80.0% | $3,514-79.8% |
| Admin fee / account holder | $42 | $314-86.5% | $3,839-98.9% | $847-95.0% |