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 | $92,392 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,039 | $172,932-21.3% | $119,258+14.1% | $86,799+56.7% |
| Participation rate | 98.6% | 89.4%+9.2pp | 82.7%+15.9pp | 72.3%+26.4pp |
| Annual return | 15.01% | 20.96%-5.9pp | 30.69%-15.7pp | 97.91%-82.9pp |
| Employer contribution / active EE | $4,675 | $5,487-14.8% | $4,384+6.6% | $2,405+94.3% |
| Participant deferral / active EE | $7,127 | $8,466-15.8% | $6,111+16.6% | $4,131+72.5% |
| Admin fee / account holder | $185 | $150+23.2% | $7,226-97.4% | $170+9.2% |