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 13 · EIN 06-1050034 | Contract Administrator | $55,565 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $43,252 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,257 | $54,121+42.7% | $134,143-42.4% | $73,409+5.2% |
| Participation rate | 97.3% | 64.4%+32.9pp | 72.2%+25.1pp | 72.2%+25.1pp |
| Annual return | 14.63% | -312.52%+327.2pp | 36.33%-21.7pp | 59.29%-44.7pp |
| Employer contribution / active EE | $4,049 | $1,402+188.8% | $3,704+9.3% | $2,234+81.3% |
| Participant deferral / active EE | $5,933 | $2,844+108.6% | $3,499+69.6% | $3,805+55.9% |
| Admin fee / account holder | $213 | $132+60.7% | $6,684-96.8% | $158+34.7% |