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, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD., STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $25,957 |
TIAA2 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC O Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $25,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,933 | $67,984+2.9% | $65,493+6.8% | $74,304-5.9% |
| Participation rate | 98.0% | 66.3%+31.7pp | 73.1%+24.9pp | 60.3%+37.7pp |
| Annual return | 15.87% | 19.87%-4.0pp | 982.45%-966.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $7,608 | $2,491+205.4% | $2,574+195.5% | $2,241+239.5% |
| Participant deferral / active EE | $3,708 | $3,346+10.8% | $3,961-6.4% | $3,767-1.6% |
| Admin fee / account holder | $225 | $1,373-83.6% | $5,028-95.5% | $2,969-92.4% |