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 |
|---|---|---|
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $112,027 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 | Advisory (Plan) | $46,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,336 | $72,254-8.2% | $86,677-23.5% | $64,808+2.4% |
| Participation rate | 97.8% | 80.4%+17.4pp | 76.6%+21.2pp | 71.5%+26.3pp |
| Annual return | -15.09% | 392.42%-407.5pp | 35.91%-51.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $3,224 | $2,393+34.7% | $2,836+13.7% | $2,506+28.7% |
| Participant deferral / active EE | $6,399 | $4,658+37.4% | $4,656+37.4% | $4,310+48.5% |
| Admin fee / account holder | $136 | $174-21.5% | $7,493-98.2% | $188-27.3% |