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, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $57,606 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $51,608 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,059 | $55,416+181.6% | $75,972+105.4% | $77,643+101.0% |
| Participation rate | 93.6% | 63.6%+30.1pp | 69.1%+24.6pp | 70.6%+23.0pp |
| Annual return | 13.93% | 17.07%-3.1pp | 359.55%-345.6pp | 31.24%-17.3pp |
| Employer contribution / active EE | $7,992 | $1,788+347.1% | $2,685+197.7% | $2,726+193.2% |
| Participant deferral / active EE | $15,303 | $3,447+343.9% | $4,255+259.6% | $4,647+229.3% |
| Admin fee / account holder | $143 | $414-65.3% | $6,467-97.8% | $430-66.7% |