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, LLC4+ years Service code 27 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $14,260 |
TIAA4+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,032 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,808 | $46,722-38.3% | $130,648-77.9% | $65,185-55.8% |
| Participation rate | 97.4% | 60.9%+36.5pp | 71.7%+25.7pp | 70.2%+27.2pp |
| Annual return | 12.52% | 24.17%-11.6pp | 1708.96%-1696.4pp | 29.38%-16.9pp |
| Employer contribution / active EE | $1,786 | $1,488+20.1% | $4,092-56.3% | $2,177-17.9% |
| Participant deferral / active EE | $3,434 | $2,545+34.9% | $3,603-4.7% | $3,514-2.3% |
| Admin fee / account holder | $106 | $453-76.5% | $5,464-98.1% | $847-87.4% |