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 |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $63,419 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $56,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,659 | $49,693+120.7% | $70,515+55.5% | $74,419+47.4% |
| Participation rate | 92.4% | 64.7%+27.8pp | 68.3%+24.1pp | 70.7%+21.7pp |
| Annual return | 16.88% | 21.22%-4.3pp | 32.77%-15.9pp | 34.38%-17.5pp |
| Employer contribution / active EE | $6,882 | $1,773+288.1% | $2,973+131.5% | $2,637+161.0% |
| Participant deferral / active EE | $13,289 | $3,376+293.7% | $4,567+191.0% | $4,528+193.5% |
| Admin fee / account holder | $120 | $316-61.9% | $6,412-98.1% | $348-65.5% |