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 15 · EIN 71-0294708 | Recordkeeping | $77,772 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 99 · EIN 33-0818667 | Other Fees | $34,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,652 | $86,897+15.8% | $151,611-33.6% | $64,808+55.3% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.5%+10.9pp | 71.5%+26.9pp |
| Annual return | -15.78% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.6pp |
| Employer contribution / active EE | $3,022 | $4,010-24.6% | $6,166-51.0% | $2,506+20.6% |
| Participant deferral / active EE | $6,045 | $6,690-9.6% | $8,363-27.7% | $4,310+40.2% |
| Admin fee / account holder | $257 | $153+67.8% | $11,616-97.8% | $188+36.7% |