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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $107,669 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,355 | $160,088-26.1% | $112,977+4.8% | $73,409+61.2% |
| Participation rate | 98.6% | 90.7%+7.9pp | 82.6%+16.0pp | 72.2%+26.4pp |
| Annual return | 14.28% | 17.93%-3.6pp | 24.24%-10.0pp | 59.29%-45.0pp |
| Employer contribution / active EE | $5,053 | $5,200-2.8% | $4,255+18.8% | $2,234+126.2% |
| Participant deferral / active EE | $7,412 | $8,024-7.6% | $5,836+27.0% | $3,805+94.8% |
| Admin fee / account holder | $216 | $133+62.9% | $6,294-96.6% | $158+36.9% |