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, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Consulting | $121,110 |
T ROWE PRICE RPS INC7 years Service code 37 · EIN 52-1309931 1307 POINT STREET · BALTIMORE, MD 21231 | Loan Processing | $41,595 |
TEMPLETON & COMPANY LLP4 years Filed as: TEMPLETON & COMPANY Service code 10 222 LAKEVIEW AVENUE, SUITE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,447 | $31,741+175.5% | $56,411+55.0% | $199,593-56.2% |
| Participation rate | 69.8% | 32.3%+37.4pp | 52.5%+17.3pp | 72.0%-2.2pp |
| Annual return | 13.27% | 14.72%-1.4pp | 1701.33%-1688.1pp | 34.25%-21.0pp |
| Employer contribution / active EE | $2,560 | $508+404.3% | $1,039+146.4% | $3,034-15.6% |
| Participant deferral / active EE | $4,540 | $1,184+283.4% | $1,952+132.6% | $5,087-10.7% |
| Admin fee / account holder | $83 | $426-80.5% | $2,829-97.1% | $269-69.1% |