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, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $115,826 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $20,150 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $38,095 | $62,324-38.9% | $68,509-44.4% | $55,191-31.0% |
| Participation rate | 95.4% | 78.9%+16.5pp | 74.7%+20.7pp | 69.2%+26.3pp |
| Annual return | 9.80% | 4.26%+5.5pp | 8.27%+1.5pp | 10.78%-1.0pp |
| Employer contribution / active EE | $1,491 | $2,223-32.9% | $2,278-34.5% | $1,899-21.5% |
| Participant deferral / active EE | $3,720 | $3,425+8.6% | $3,382+10.0% | $3,046+22.1% |
| Admin fee / account holder | $139 | $91+52.4% | $5,275-97.4% | $91+53.4% |