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, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Consulting | $108,898 |
T ROWE PRICE RPS INC5 years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $28,433 |
TEMPLETON & COMPANY LLP2 years Filed as: TEMPLETON & COMPANY Service code 10 222 LAKEVIEW AVENUE, SUITE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $16,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,144 | $26,906+160.7% | $61,373+14.3% | $77,904-10.0% |
| Participation rate | 65.0% | 33.4%+31.6pp | 52.6%+12.5pp | 73.7%-8.6pp |
| Annual return | -21.66% | -14.46%-7.2pp | 338.61%-360.3pp | 12.21%-33.9pp |
| Employer contribution / active EE | $1,813 | $521+247.9% | $1,159+56.3% | $2,848-36.3% |
| Participant deferral / active EE | $3,793 | $1,180+221.4% | $2,125+78.5% | $4,806-21.1% |
| Admin fee / account holder | $78 | $117-33.0% | $2,130-96.3% | $133-40.9% |