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 |
|---|---|---|
TIAA5+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $5,139 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $4,968 |
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 | $31,302 | $53,901-41.9% | $134,143-76.7% | $73,488-57.4% |
| Participation rate | 99.2% | 62.8%+36.4pp | 72.2%+27.0pp | 70.7%+28.5pp |
| Annual return | 4.37% | 15.82%-11.4pp | 36.33%-32.0pp | 28.51%-24.1pp |
| Employer contribution / active EE | $1,805 | $1,458+23.8% | $3,704-51.3% | $2,270-20.5% |
| Participant deferral / active EE | $3,440 | $2,739+25.6% | $3,499-1.7% | $3,740-8.0% |
| Admin fee / account holder | $36 | $581-93.7% | $6,684-99.5% | $513-92.9% |