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 | $79,457 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,625 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $16,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,314 | $131,799-33.8% | $200,582-56.5% | $85,563+2.0% |
| Participation rate | 98.3% | 87.9%+10.4pp | 86.9%+11.5pp | 66.0%+32.4pp |
| Annual return | 16.92% | 21.59%-4.7pp | 42.33%-25.4pp | 31.51%-14.6pp |
| Employer contribution / active EE | $4,808 | $4,532+6.1% | $6,419-25.1% | $2,654+81.2% |
| Participant deferral / active EE | $7,440 | $7,702-3.4% | $9,331-20.3% | $4,375+70.0% |
| Admin fee / account holder | $260 | $235+10.7% | $16,305-98.4% | $834-68.8% |