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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $31,601 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $29,832 |
Service code 29 · EIN 27-2976965 PO BOX 10719 · FORT WAYNE, IN 46853 | Legal | $27,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,720 | $60,323+126.6% | $81,812+67.1% | $74,495+83.5% |
| Participation rate | 97.5% | 62.9%+34.6pp | 72.3%+25.1pp | 67.2%+30.3pp |
| Annual return | 13.72% | 16.90%-3.2pp | 773.79%-760.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $7,771 | $2,620+196.6% | $2,912+166.8% | $2,623+196.3% |
| Participant deferral / active EE | $8,279 | $3,387+144.4% | $4,319+91.7% | $4,346+90.5% |
| Admin fee / account holder | $223 | $1,486-85.0% | $7,386-97.0% | $1,942-88.5% |