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, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $47,814 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,682 | $127,481-75.9% | $149,696-79.5% | $90,288-66.0% |
| Participation rate | 40.3% | 78.2%-38.0pp | 82.5%-42.2pp | 73.4%-33.1pp |
| Annual return | 190.30% | 57.78%+132.5pp | 276.60%-86.3pp | 53.97%+136.3pp |
| Employer contribution / active EE | $969 | $3,448-71.9% | $4,644-79.1% | $2,524-61.6% |
| Participant deferral / active EE | $2,051 | $6,975-70.6% | $6,842-70.0% | $4,232-51.5% |
| Admin fee / account holder | $63 | $152-58.3% | $9,309-99.3% | $114-44.6% |