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 3-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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $48,745 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,637 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,870 | $81,908-26.9% | $90,749-34.0% | $64,808-7.6% |
| Participation rate | 96.1% | 80.5%+15.6pp | 75.7%+20.4pp | 71.5%+24.7pp |
| Annual return | 9.94% | -12.53%+22.5pp | -12.16%+22.1pp | 32.82%-22.9pp |
| Employer contribution / active EE | $4,560 | $3,065+48.8% | $2,921+56.1% | $2,506+82.0% |
| Participant deferral / active EE | $6,316 | $4,840+30.5% | $4,564+38.4% | $4,310+46.5% |
| Admin fee / account holder | $217 | $157+37.9% | $8,445-97.4% | $188+15.4% |