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 | Float revenue; Participant communicat... | $78,946 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $45,000 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $129,288 | $100,801+28.3% | $149,696-13.6% | $73,409+76.1% |
| Participation rate | 58.7% | 77.7%-19.0pp | 82.5%-23.8pp | 72.2%-13.5pp |
| Annual return | 17.94% | 265.34%-247.4pp | 276.60%-258.7pp | 59.29%-41.4pp |
| Employer contribution / active EE | $982 | $3,312-70.3% | $4,644-78.9% | $2,234-56.0% |
| Participant deferral / active EE | $9,794 | $6,404+52.9% | $6,842+43.2% | $3,805+157.4% |
| Admin fee / account holder | $137 | $181-24.3% | $9,309-98.5% | $158-13.4% |