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, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $60,000 |
Service code 10 · EIN 13-4008324 | Accounting | $7,183 |
Service code 19 · EIN 04-2647786 | Securities Custodian | $2,543 |
TIAA1 year Service code 19 · EIN 13-1624203 | Securities Custodian | $161 |
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 | $250,668 | $39,859+528.9% | $78,689+218.6% | $57,658+334.7% |
| Participation rate | 95.8% | 66.1%+29.7pp | 73.6%+22.2pp | 70.2%+25.6pp |
| Annual return | 7.43% | 18.96%-11.5pp | 62.18%-54.7pp | 5.13%+2.3pp |
| Employer contribution / active EE | $9,841 | $1,786+451.1% | $2,851+245.2% | $1,974+398.6% |
| Participant deferral / active EE | $8,673 | $2,248+285.8% | $3,517+146.6% | $3,061+183.4% |
| Admin fee / account holder | $78 | $76+2.7% | $4,510-98.3% | $95-17.2% |