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, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Consulting | $100,478 |
T ROWE PRICE RPS INC3 years Service code 37 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $24,060 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,204 | $29,516+195.4% | $77,482+12.5% | $90,288-3.4% |
| Participation rate | 71.8% | 33.7%+38.1pp | 54.2%+17.6pp | 73.4%-1.6pp |
| Annual return | 19.05% | 231.18%-212.1pp | 54.79%-35.7pp | 53.97%-34.9pp |
| Employer contribution / active EE | $1,589 | $381+317.5% | $986+61.1% | $2,524-37.0% |
| Participant deferral / active EE | $3,299 | $944+249.4% | $1,861+77.2% | $4,232-22.1% |
| Admin fee / account holder | $75 | $106-29.3% | $2,858-97.4% | $114-34.3% |