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 6-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 |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $478,272 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $36,000 |
WINDHAM BRANNON5+ years Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $25,000 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $21,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,506 | $47,385+97.3% | $56,411+65.8% | $106,382-12.1% |
| Participation rate | 59.4% | 33.2%+26.3pp | 52.5%+7.0pp | 69.9%-10.4pp |
| Annual return | 13.62% | 17.29%-3.7pp | 1701.33%-1687.7pp | 17.37%-3.8pp |
| Employer contribution / active EE | $2,593 | $623+316.3% | $1,039+149.7% | $3,364-22.9% |
| Participant deferral / active EE | $4,233 | $1,440+193.9% | $1,952+116.9% | $5,569-24.0% |
| Admin fee / account holder | $47 | $78-40.1% | $2,829-98.3% | $79-40.9% |