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 | $118,498 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $77,520 |
DASKAL BOLTON2 years Service code 49 · EIN 65-0406502 | Other Services | $17,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,094 | $136,266-60.3% | $90,749-40.4% | $77,904-30.6% |
| Participation rate | 99.0% | 86.6%+12.3pp | 75.7%+23.3pp | 73.7%+25.3pp |
| Annual return | -15.75% | -11.32%-4.4pp | -12.16%-3.6pp | 12.21%-28.0pp |
| Employer contribution / active EE | $3,976 | $4,215-5.7% | $2,921+36.1% | $2,848+39.6% |
| Participant deferral / active EE | $5,684 | $6,353-10.5% | $4,564+24.5% | $4,806+18.3% |
| Admin fee / account holder | $143 | $399-64.2% | $8,445-98.3% | $133+7.7% |