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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $25,690 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD., STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $17,603 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,639 | $65,557-21.2% | $64,056-19.4% | $71,457-27.7% |
| Participation rate | 81.3% | 73.2%+8.1pp | 72.3%+8.9pp | 67.9%+13.3pp |
| Annual return | 16.77% | 18.94%-2.2pp | 33.69%-16.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $6,662 | $2,669+149.6% | $2,747+142.5% | $2,588+157.4% |
| Participant deferral / active EE | $3,249 | $3,626-10.4% | $3,880-16.3% | $4,289-24.3% |
| Admin fee / account holder | $191 | $616-69.1% | $3,068-93.8% | $1,587-88.0% |