Filed October 27, 2021 (most recent of 2 filings on file)
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 27 · EIN 33-0818667 | Advisory (Plan) | $6,473 |
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,052 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,679 | $69,763-56.0% | $67,502-54.6% | $74,495-58.8% |
| Participation rate | 96.3% | 71.4%+24.9pp | 72.9%+23.4pp | 67.2%+29.0pp |
| Annual return | 11.08% | -40.34%+51.4pp | 3512.12%-3501.0pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,158 | $2,704-57.2% | $2,731-57.6% | $2,623-55.9% |
| Participant deferral / active EE | $2,827 | $3,636-22.3% | $4,000-29.3% | $4,346-35.0% |
| Admin fee / account holder | $59 | $896-93.4% | $3,998-98.5% | $1,942-96.9% |