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 Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $7,650 |
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $2,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,417 | $48,230+39.8% | $67,502-0.1% | $80,856-16.6% |
| Participation rate | 98.8% | 66.4%+32.4pp | 72.9%+25.9pp | 67.6%+31.2pp |
| Annual return | 15.06% | 18.28%-3.2pp | 3512.12%-3497.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,349 | $2,020+65.8% | $2,731+22.6% | $2,755+21.6% |
| Participant deferral / active EE | $3,346 | $2,924+14.4% | $4,000-16.4% | $4,296-22.1% |
| Admin fee / account holder | $70 | $3,681-98.1% | $3,998-98.2% | $6,918-99.0% |