See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $33,000 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $31,644 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH+BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $12,480 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,936 | $71,142-24.2% | $119,609-54.9% | $64,808-16.8% |
| Participation rate | 97.9% | 78.6%+19.3pp | 79.3%+18.6pp | 71.5%+26.4pp |
| Annual return | -18.89% | -10.01%-8.9pp | -14.97%-3.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $3,126 | $2,497+25.2% | $4,232-26.1% | $2,506+24.7% |
| Participant deferral / active EE | $9,932 | $4,490+121.2% | $5,602+77.3% | $4,310+130.4% |
| Admin fee / account holder | $176 | $162+8.6% | $10,323-98.3% | $188-6.3% |