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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,850 |
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 | $190,630 | $56,629+236.6% | $77,999+144.4% | $55,167+245.6% |
| Participation rate | 97.6% | 73.3%+24.3pp | 75.5%+22.1pp | 69.0%+28.6pp |
| Annual return | 6.03% | 2866.98%-2861.0pp | 425.96%-419.9pp | 169.23%-163.2pp |
| Employer contribution / active EE | $6,892 | $1,723+300.0% | $2,470+179.0% | $1,963+251.2% |
| Participant deferral / active EE | $7,105 | $2,777+155.8% | $3,497+103.2% | $3,054+132.6% |
| Admin fee / account holder | $75 | $467-83.9% | $5,480-98.6% | $504-85.1% |