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 Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Consulting | $113,077 |
T ROWE PRICE RPS INC4 years Service code 37 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $19,325 |
TEMPLETON & COMPANY LLP1 year Filed as: TEMPLETON & COMPANY Service code 10 222 LAKEVIEW AVENUE, SUITE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $14,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,916 | $36,939+159.7% | $80,716+18.8% | $93,030+3.1% |
| Participation rate | 62.5% | 32.6%+29.9pp | 54.2%+8.3pp | 73.9%-11.4pp |
| Annual return | 13.97% | 17.55%-3.6pp | 87.28%-73.3pp | 158.70%-144.7pp |
| Employer contribution / active EE | $1,668 | $455+266.5% | $1,160+43.8% | $2,706-38.4% |
| Participant deferral / active EE | $3,577 | $1,044+242.6% | $2,146+66.7% | $4,562-21.6% |
| Admin fee / account holder | $85 | $162-47.2% | $3,380-97.5% | $152-43.7% |