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) | $88,526 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $37,776 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,943 | $129,021-17.9% | $184,203-42.5% | $77,643+36.4% |
| Participation rate | 97.9% | 87.3%+10.5pp | 86.8%+11.0pp | 70.6%+27.3pp |
| Annual return | 13.07% | 33.27%-20.2pp | 28.81%-15.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $3,380 | $4,413-23.4% | $6,427-47.4% | $2,726+24.0% |
| Participant deferral / active EE | $6,948 | $7,297-4.8% | $9,131-23.9% | $4,647+49.5% |
| Admin fee / account holder | $253 | $254-0.4% | $13,901-98.2% | $430-41.3% |