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 | $99,001 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $128,429 | $331,159-61.2% | $112,887+13.8% | $74,419+72.6% |
| Participation rate | 99.3% | 81.4%+17.9pp | 80.5%+18.8pp | 70.7%+28.6pp |
| Annual return | 17.44% | 21.62%-4.2pp | 34.10%-16.7pp | 34.38%-16.9pp |
| Employer contribution / active EE | $4,999 | $5,469-8.6% | $4,563+9.5% | $2,637+89.6% |
| Participant deferral / active EE | $7,836 | $8,097-3.2% | $6,513+20.3% | $4,528+73.1% |
| Admin fee / account holder | $183 | $281-34.9% | $7,047-97.4% | $348-47.4% |