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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $446,171 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $107,364 |
LBMC, PC5 years Service code 10 · EIN 62-1199757 | Accounting | $12,500 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,967 | $73,283-49.6% | $155,509-76.2% | $106,382-65.3% |
| Participation rate | 89.3% | 73.3%+16.0pp | 78.2%+11.1pp | 69.9%+19.4pp |
| Annual return | 13.13% | 15.77%-2.6pp | 64.67%-51.5pp | 17.37%-4.2pp |
| Employer contribution / active EE | $1,353 | $2,247-39.8% | $4,672-71.0% | $3,364-59.8% |
| Participant deferral / active EE | $2,869 | $4,580-37.4% | $5,626-49.0% | $5,569-48.5% |
| Admin fee / account holder | $45 | $56-20.6% | $15,912-99.7% | $79-43.8% |