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, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $94,751 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $91,398 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $451,403 | $65,908+584.9% | $81,812+451.8% | $77,643+481.4% |
| Participation rate | 43.3% | 65.8%-22.5pp | 72.3%-29.1pp | 70.6%-27.3pp |
| Annual return | 13.99% | 26.64%-12.6pp | 773.79%-759.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $8,453 | $2,370+256.6% | $2,912+190.2% | $2,726+210.1% |
| Participant deferral / active EE | $8,606 | $3,505+145.5% | $4,319+99.3% | $4,647+85.2% |
| Admin fee / account holder | $147 | $526-72.1% | $7,386-98.0% | $430-65.9% |