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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC O Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $26,318 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD., STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $21,153 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,773 | $48,230+28.1% | $67,502-8.5% | $80,856-23.6% |
| Participation rate | 99.0% | 66.4%+32.6pp | 72.9%+26.1pp | 67.6%+31.3pp |
| Annual return | 11.82% | 18.28%-6.5pp | 3512.12%-3500.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $7,245 | $2,020+258.7% | $2,731+165.3% | $2,755+163.0% |
| Participant deferral / active EE | $4,039 | $2,924+38.1% | $4,000+1.0% | $4,296-6.0% |
| Admin fee / account holder | $218 | $3,681-94.1% | $3,998-94.6% | $6,918-96.9% |