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 | $40,487 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST · IRVINE, CA 926147227 | Advisory (Plan) | $18,000 |
PLANCHEC(K) CPAS LLC3 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 | $79,153 | $96,018-17.6% | $65,493+20.9% | $85,563-7.5% |
| Participation rate | 93.8% | 74.8%+18.9pp | 73.1%+20.7pp | 66.0%+27.8pp |
| Annual return | 12.80% | 14.51%-1.7pp | 982.45%-969.6pp | 31.51%-18.7pp |
| Employer contribution / active EE | $1,981 | $3,235-38.8% | $2,574-23.0% | $2,654-25.3% |
| Participant deferral / active EE | $3,694 | $4,055-8.9% | $3,961-6.8% | $4,375-15.6% |
| Admin fee / account holder | $129 | $271-52.3% | $5,028-97.4% | $834-84.5% |