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, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $70,000 |
TIAA7 years Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $65,057 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $19,399 |
PRICEWATERHOUSECOOPERS LLP7 years Service code 10 · EIN 13-4008324 | Accounting | $16,590 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,695 |
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 | $299,397 | $47,722+527.4% | $82,719+261.9% | $64,808+362.0% |
| Participation rate | 88.9% | 67.6%+21.3pp | 72.6%+16.4pp | 71.5%+17.5pp |
| Annual return | -13.55% | -13.05%-0.5pp | 701.18%-714.7pp | 32.82%-46.4pp |
| Employer contribution / active EE | $9,380 | $2,179+330.5% | $3,009+211.7% | $2,506+274.3% |
| Participant deferral / active EE | $9,381 | $3,329+181.8% | $4,395+113.4% | $4,310+117.6% |
| Admin fee / account holder | $110 | $143-22.9% | $5,329-97.9% | $188-41.3% |