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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $9,375 |
TIAA2+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $7,952 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,962 | $63,156-62.1% | $122,332-80.4% | $62,292-61.5% |
| Participation rate | 99.1% | 60.0%+39.1pp | 71.6%+27.5pp | 69.5%+29.6pp |
| Annual return | 14.27% | 20.61%-6.3pp | 30.27%-16.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,524 | $1,385+10.0% | $4,050-62.4% | $2,042-25.4% |
| Participant deferral / active EE | $2,594 | $2,321+11.8% | $3,287-21.1% | $3,169-18.1% |
| Admin fee / account holder | $77 | $440-82.5% | $5,478-98.6% | $479-83.9% |