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, LLC6 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $47,862 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $36,126 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF 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 | $81,620 | $53,345+53.0% | $121,098-32.6% | $74,419+9.7% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.5%+30.5pp | 70.7%+29.3pp |
| Annual return | 17.95% | 35.15%-17.2pp | 985.75%-967.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $5,784 | $1,898+204.6% | $4,164+38.9% | $2,637+119.3% |
| Participant deferral / active EE | $7,437 | $3,221+130.9% | $4,080+82.3% | $4,528+64.2% |
| Admin fee / account holder | $136 | $382-64.4% | $5,644-97.6% | $348-60.9% |