See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $137,029 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $111,039 |
DASKAL BOLTON1 year Service code 49 · EIN 65-0406502 | Other Services | $8,500 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,605 | $114,195-43.4% | $106,548-39.4% | $93,030-30.6% |
| Participation rate | 98.7% | 86.4%+12.3pp | 76.1%+22.5pp | 73.9%+24.8pp |
| Annual return | 11.90% | 22.18%-10.3pp | 26.80%-14.9pp | 158.70%-146.8pp |
| Employer contribution / active EE | $2,031 | $4,009-49.3% | $2,819-28.0% | $2,706-24.9% |
| Participant deferral / active EE | $5,491 | $5,908-7.1% | $4,398+24.8% | $4,562+20.3% |
| Admin fee / account holder | $168 | $105+60.7% | $7,407-97.7% | $152+11.0% |