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 |
|---|---|---|
TIAA9+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $40,394 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $10,000 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $6,000 |
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 | $48,889 | $65,557-25.4% | $64,056-23.7% | $71,457-31.6% |
| Participation rate | 99.4% | 73.2%+26.2pp | 72.3%+27.0pp | 67.9%+31.4pp |
| Annual return | 15.65% | 18.94%-3.3pp | 33.69%-18.0pp | 28.85%-13.2pp |
| Employer contribution / active EE | $972 | $2,669-63.6% | $2,747-64.6% | $2,588-62.4% |
| Participant deferral / active EE | $2,530 | $3,626-30.2% | $3,880-34.8% | $4,289-41.0% |
| Admin fee / account holder | $117 | $616-81.0% | $3,068-96.2% | $1,587-92.6% |