See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $31,907 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,399 | $132,049-49.7% | $200,582-66.9% | $74,304-10.6% |
| Participation rate | 70.8% | 84.1%-13.3pp | 86.9%-16.1pp | 60.3%+10.5pp |
| Annual return | 18.37% | 22.22%-3.8pp | 42.33%-24.0pp | 29.43%-11.1pp |
| Employer contribution / active EE | $3,125 | $4,558-31.4% | $6,419-51.3% | $2,241+39.4% |
| Participant deferral / active EE | $6,872 | $7,213-4.7% | $9,331-26.4% | $3,767+82.4% |
| Admin fee / account holder | $245 | $2,405-89.8% | $16,305-98.5% | $2,969-91.7% |