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 | $334,724 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $42,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,653 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,756 | $122,186-36.4% | $146,958-47.1% | $199,593-61.0% |
| Participation rate | 97.4% | 78.3%+19.2pp | 82.2%+15.3pp | 72.0%+25.5pp |
| Annual return | 20.96% | 30.56%-9.6pp | 418.34%-397.4pp | 34.25%-13.3pp |
| Employer contribution / active EE | $2,734 | $4,093-33.2% | $4,933-44.6% | $3,034-9.9% |
| Participant deferral / active EE | $16,704 | $8,502+96.5% | $8,070+107.0% | $5,087+228.4% |
| Admin fee / account holder | $85 | $179-52.3% | $12,998-99.3% | $269-68.3% |