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 37 · EIN 04-2647786 | Loan Processing | $91,953 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $62,500 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,902 | $61,756-40.2% | $70,092-47.4% | $77,904-52.6% |
| Participation rate | 81.1% | 79.9%+1.2pp | 70.5%+10.6pp | 73.7%+7.4pp |
| Annual return | -15.94% | -11.86%-4.1pp | 190.73%-206.7pp | 12.21%-28.1pp |
| Employer contribution / active EE | $1,847 | $2,706-31.7% | $2,559-27.8% | $2,848-35.1% |
| Participant deferral / active EE | $3,239 | $3,977-18.6% | $3,849-15.8% | $4,806-32.6% |
| Admin fee / account holder | $64 | $101-36.6% | $6,267-99.0% | $133-51.5% |