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, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $49,629 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $24,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,113 | $84,784-22.0% | $98,439-32.8% | $74,419-11.2% |
| Participation rate | 97.6% | 81.5%+16.1pp | 75.2%+22.4pp | 70.7%+26.9pp |
| Annual return | 23.79% | 20.59%+3.2pp | 21.16%+2.6pp | 34.38%-10.6pp |
| Employer contribution / active EE | $1,846 | $3,364-45.1% | $3,048-39.4% | $2,637-30.0% |
| Participant deferral / active EE | $6,332 | $5,218+21.3% | $4,738+33.6% | $4,528+39.8% |
| Admin fee / account holder | $233 | $204+13.8% | $8,948-97.4% | $348-33.1% |