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 15 · EIN 71-0294708 | Recordkeeping | $81,735 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 99 · EIN 33-0818667 | Other Fees | $35,261 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,055 | $100,227+6.8% | $169,993-37.0% | $74,419+43.9% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.0%+11.2pp | 70.7%+27.5pp |
| Annual return | 17.25% | 66.08%-48.8pp | 53.37%-36.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $3,126 | $4,263-26.7% | $6,785-53.9% | $2,637+18.5% |
| Participant deferral / active EE | $6,381 | $7,143-10.7% | $10,408-38.7% | $4,528+40.9% |
| Admin fee / account holder | $248 | $234+5.9% | $12,815-98.1% | $348-28.6% |