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 |
|---|---|---|
PENSION PLAN SPECIALISTS, PC1+ years Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 | Contract Administrator | $9,665 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN ST., SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $9,000 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $3,468 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,712 | $37,117+192.9% | $147,614-26.4% | $55,191+97.0% |
| Participation rate | 70.7% | 63.6%+7.1pp | 84.6%-13.9pp | 69.2%+1.6pp |
| Annual return | -0.81% | 3.44%-4.3pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $2,496 | $1,620+54.0% | $5,564-55.2% | $1,899+31.4% |
| Participant deferral / active EE | $4,929 | $1,985+148.3% | $4,895+0.7% | $3,046+61.8% |
| Admin fee / account holder | $30 | $86-65.2% | $11,611-99.7% | $91-67.2% |