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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,623 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $8,765 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,749 | $78,485-91.4% | $106,213-93.6% | $74,495-90.9% |
| Participation rate | 92.7% | 72.8%+19.9pp | 75.3%+17.4pp | 67.2%+25.5pp |
| Annual return | 10.75% | 15.95%-5.2pp | 116.14%-105.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,326 | $2,523-47.4% | $3,171-58.2% | $2,623-49.4% |
| Participant deferral / active EE | $2,050 | $4,322-52.6% | $5,016-59.1% | $4,346-52.8% |
| Admin fee / account holder | $63 | $2,232-97.2% | $11,033-99.4% | $1,942-96.8% |