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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $37,090 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $31,025 |
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 | $88,974 | $62,723+41.9% | $142,863-37.7% | $86,799+2.5% |
| Participation rate | 95.9% | 62.6%+33.4pp | 71.9%+24.0pp | 72.3%+23.6pp |
| Annual return | 13.85% | 17.62%-3.8pp | 5637.54%-5623.7pp | 97.91%-84.1pp |
| Employer contribution / active EE | $4,269 | $1,627+162.4% | $4,144+3.0% | $2,405+77.5% |
| Participant deferral / active EE | $6,789 | $3,039+123.4% | $3,837+76.9% | $4,131+64.3% |
| Admin fee / account holder | $139 | $140-0.1% | $6,560-97.9% | $170-17.8% |