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, LLC3+ years Service code 27 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $15,625 |
TIAA3+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,073 |
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 | $25,740 | $44,221-41.8% | $121,196-78.8% | $56,287-54.3% |
| Participation rate | 77.2% | 61.1%+16.2pp | 71.7%+5.5pp | 69.9%+7.4pp |
| Annual return | 9.01% | -3.58%+12.6pp | 16.93%-7.9pp | -9.96%+19.0pp |
| Employer contribution / active EE | $1,275 | $1,480-13.8% | $4,022-68.3% | $2,111-39.6% |
| Participant deferral / active EE | $2,288 | $2,521-9.2% | $3,344-31.6% | $3,350-31.7% |
| Admin fee / account holder | $99 | $480-79.4% | $5,019-98.0% | $521-81.0% |