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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 15 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Recordkeeping | $27,500 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $22,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,476 | $66,124+94.3% | $90,404+42.1% | $73,488+74.8% |
| Participation rate | 96.7% | 69.7%+27.0pp | 72.7%+24.0pp | 70.7%+26.0pp |
| Annual return | 15.11% | 17.65%-2.5pp | 1293.02%-1277.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $5,376 | $2,346+129.1% | $3,262+64.8% | $2,270+136.8% |
| Participant deferral / active EE | $5,712 | $3,039+88.0% | $3,963+44.1% | $3,740+52.7% |
| Admin fee / account holder | $156 | $396-60.6% | $5,611-97.2% | $513-69.6% |