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, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,504 |
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $29,568 |
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 | $114,407 | $65,557+74.5% | $64,056+78.6% | $71,457+60.1% |
| Participation rate | 97.5% | 73.2%+24.4pp | 72.3%+25.2pp | 67.9%+29.6pp |
| Annual return | 17.48% | 18.94%-1.5pp | 33.69%-16.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $7,072 | $2,669+165.0% | $2,747+157.5% | $2,588+173.3% |
| Participant deferral / active EE | $7,744 | $3,626+113.6% | $3,880+99.6% | $4,289+80.6% |
| Admin fee / account holder | $103 | $616-83.3% | $3,068-96.7% | $1,587-93.5% |