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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $94,634 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,984 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,182 | $117,025-39.2% | $91,541-22.2% | $85,563-16.8% |
| Participation rate | 96.8% | 64.2%+32.5pp | 69.8%+27.0pp | 66.0%+30.8pp |
| Annual return | 15.42% | 18.02%-2.6pp | 20.50%-5.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $2,323 | $2,120+9.5% | $2,505-7.3% | $2,654-12.5% |
| Participant deferral / active EE | $6,688 | $3,446+94.1% | $4,008+66.9% | $4,375+52.9% |
| Admin fee / account holder | $170 | $1,242-86.3% | $6,956-97.6% | $834-79.7% |