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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Float reven... | $79,075 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $60,000 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $91,807 | $75,388+21.8% | $123,544-25.7% | $55,725+64.8% |
| Participation rate | 72.9% | 75.7%-2.8pp | 82.3%-9.4pp | 70.9%+2.1pp |
| Annual return | -4.96% | 4.48%-9.4pp | 119.20%-124.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $848 | $3,063-72.3% | $4,628-81.7% | $2,078-59.2% |
| Participant deferral / active EE | $10,494 | $5,651+85.7% | $6,426+63.3% | $3,356+212.8% |
| Admin fee / account holder | $155 | $120+29.3% | $9,284-98.3% | $115+34.5% |