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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,269 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,632 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,051 | $88,890+9.2% | $102,423-5.2% | $77,643+25.0% |
| Participation rate | 92.4% | 80.9%+11.5pp | 76.5%+15.9pp | 70.6%+21.8pp |
| Annual return | 15.38% | 24.98%-9.6pp | 29.32%-13.9pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,349 | $2,698-12.9% | $3,023-22.3% | $2,726-13.8% |
| Participant deferral / active EE | $6,914 | $5,145+34.4% | $5,053+36.8% | $4,647+48.8% |
| Admin fee / account holder | $183 | $235-22.4% | $9,451-98.1% | $430-57.6% |