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: TEACHERS INS AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $35,363 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST · IRVINE, CA 926147227 | Advisory (Plan) | $13,500 |
PLANCHEC(K) CPAS LLC2 years Filed as: PLANCHEC(K) CPAS Service code 10 · EIN 84-2614035 501 MORRISON RD. · GAHANNA, OH 432303314 | Accounting | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $144,511-100.0% | $67,511-100.0% | - |
| Participation rate | 0.0% | 69.6%-69.6pp | 72.9%-72.9pp | - |
| Annual return | 11.88% | 20.96%-9.1pp | 3517.41%-3505.5pp | - |
| Employer contribution / active EE | $0 | $2,331-100.0% | $2,733-100.0% | - |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,000-100.0% | - |
| Admin fee / account holder | $0 | $8,271-100.0% | $3,999-100.0% | - |