See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $96,521 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $39,268 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,663 | $131,799-4.7% | $200,582-37.4% | $85,563+46.9% |
| Participation rate | 97.8% | 87.9%+9.9pp | 86.9%+11.0pp | 66.0%+31.9pp |
| Annual return | 17.34% | 21.59%-4.3pp | 42.33%-25.0pp | 31.51%-14.2pp |
| Employer contribution / active EE | $3,688 | $4,532-18.6% | $6,419-42.5% | $2,654+39.0% |
| Participant deferral / active EE | $7,809 | $7,702+1.4% | $9,331-16.3% | $4,375+78.5% |
| Admin fee / account holder | $271 | $235+15.2% | $16,305-98.3% | $834-67.5% |