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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $37,785 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,964 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,013 | $109,881-31.7% | $150,045-50.0% | $84,808-11.5% |
| Participation rate | 92.2% | 76.1%+16.1pp | 82.3%+9.9pp | 68.3%+23.9pp |
| Annual return | 16.96% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,724 | $3,561-51.6% | $4,693-63.3% | $2,631-34.5% |
| Participant deferral / active EE | $11,324 | $6,636+70.6% | $7,997+41.6% | $4,212+168.9% |
| Admin fee / account holder | $316 | $8,568-96.3% | $13,435-97.7% | $7,344-95.7% |