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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $66,857 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Participants) | $35,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,615 | $88,890+160.6% | $102,423+126.1% | $77,643+198.3% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.5pp |
| Annual return | 15.08% | 24.98%-9.9pp | 29.32%-14.2pp | 31.24%-16.2pp |
| Employer contribution / active EE | $5,451 | $2,698+102.1% | $3,023+80.3% | $2,726+100.0% |
| Participant deferral / active EE | $19,320 | $5,145+275.5% | $5,053+282.3% | $4,647+315.7% |
| Admin fee / account holder | $87 | $235-63.0% | $9,451-99.1% | $430-79.7% |