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, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $64,882 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,218 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. 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 | $102,220 | $44,764+128.4% | $68,791+48.6% | $64,808+57.7% |
| Participation rate | 91.7% | 64.8%+26.9pp | 69.0%+22.7pp | 71.5%+20.2pp |
| Annual return | -17.62% | -10.91%-6.7pp | -6.38%-11.2pp | 32.82%-50.4pp |
| Employer contribution / active EE | $4,364 | $1,775+145.8% | $2,655+64.4% | $2,506+74.1% |
| Participant deferral / active EE | $9,382 | $3,238+189.7% | $3,941+138.0% | $4,310+117.7% |
| Admin fee / account holder | $98 | $151-35.3% | $4,932-98.0% | $188-47.9% |