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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $23,467 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $17,354 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return 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 | $45,218 | $90,410-50.0% | $91,001-50.3% | $77,958-42.0% |
| Participation rate | 95.5% | 86.4%+9.1pp | 75.6%+19.9pp | 71.6%+23.9pp |
| Annual return | 13.12% | 21.34%-8.2pp | 4.60%+8.5pp | 20.87%-7.7pp |
| Employer contribution / active EE | $1,547 | $3,392-54.4% | $2,456-37.0% | $2,310-33.1% |
| Participant deferral / active EE | $4,161 | $4,816-13.6% | $3,547+17.3% | $3,537+17.7% |
| Admin fee / account holder | $34 | $79-56.9% | $5,417-99.4% | $97-65.1% |