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, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Consulting | $127,430 |
T ROWE PRICE RPS INC8 years Service code 37 · EIN 52-1309931 1307 POINT STREET · BALTIMORE, MD 21231 | Loan Processing | $50,187 |
TEMPLETON & COMPANY LLP5 years Filed as: TEMPLETON & COMPANY Service code 10 222 LAKEVIEW AVENUE, SUITE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $18,460 |
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.
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 | $98,379 | $35,197+179.5% | $53,898+82.5% | $102,872-4.4% |
| Participation rate | 69.0% | 29.6%+39.4pp | 55.0%+14.0pp | 73.0%-4.0pp |
| Annual return | 13.65% | 17.55%-3.9pp | 528.60%-514.9pp | 19.06%-5.4pp |
| Employer contribution / active EE | $3,087 | $713+333.2% | $932+231.2% | $3,526-12.5% |
| Participant deferral / active EE | $4,706 | $1,333+253.1% | $1,826+157.7% | $5,535-15.0% |
| Admin fee / account holder | $90 | $834-89.2% | $2,491-96.4% | $292-69.1% |