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, LLC3+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $41,993 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,520 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,096 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,572 | $92,055-25.5% | $106,213-35.4% | $77,643-11.7% |
| Participation rate | 75.4% | 81.0%-5.6pp | 75.3%+0.1pp | 70.6%+4.8pp |
| Annual return | 17.29% | 17.91%-0.6pp | 116.14%-98.8pp | 31.24%-13.9pp |
| Employer contribution / active EE | $1,572 | $3,367-53.3% | $3,171-50.4% | $2,726-42.3% |
| Participant deferral / active EE | $5,146 | $5,386-4.4% | $5,016+2.6% | $4,647+10.7% |
| Admin fee / account holder | $150 | $219-31.6% | $11,033-98.6% | $430-65.2% |