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, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,800 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,640 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,466 | $98,727-11.4% | $113,168-22.7% | $85,563+2.2% |
| Participation rate | 92.7% | 80.8%+11.9pp | 76.6%+16.2pp | 66.0%+26.8pp |
| Annual return | 13.80% | 17.43%-3.6pp | 24.27%-10.5pp | 31.51%-17.7pp |
| Employer contribution / active EE | $1,872 | $2,907-35.6% | $2,975-37.1% | $2,654-29.5% |
| Participant deferral / active EE | $6,387 | $5,424+17.7% | $5,107+25.1% | $4,375+46.0% |
| Admin fee / account holder | $178 | $357-50.0% | $12,068-98.5% | $834-78.6% |