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 29 · EIN 27-2976965 PO BOX 10719 · FORT WAYNE, IN 46853 | Legal | $44,720 |
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $24,446 |
DLA PIPER1 year Filed as: DLA PIPER LLP Service code 29 · EIN 52-0616490 500 8TH ST NW · WASHINGTON, DC 20004 | Legal | $12,309 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $7,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,313 | $58,264+111.6% | $86,612+42.4% | $71,457+72.6% |
| Participation rate | 96.2% | 65.0%+31.2pp | 71.7%+24.5pp | 67.9%+28.3pp |
| Annual return | 17.26% | 21.63%-4.4pp | 591.07%-573.8pp | 28.85%-11.6pp |
| Employer contribution / active EE | $7,142 | $2,574+177.5% | $3,022+136.3% | $2,588+176.0% |
| Participant deferral / active EE | $7,459 | $3,436+117.1% | $4,438+68.1% | $4,289+73.9% |
| Admin fee / account holder | $221 | $1,057-79.1% | $5,614-96.1% | $1,587-86.1% |