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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN ST., SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $36,000 |
PENSION PLAN SPECIALISTS, PC3+ years Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 | Contract Administrator | $5,183 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $2,851 |
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 | $126,701 | $46,173+174.4% | $170,442-25.7% | $69,631+82.0% |
| Participation rate | 70.8% | 63.9%+6.9pp | 83.6%-12.8pp | 70.7%+0.1pp |
| Annual return | 15.91% | 21.62%-5.7pp | 205.93%-190.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,656 | $1,610+65.0% | $5,433-51.1% | $2,032+30.7% |
| Participant deferral / active EE | $5,311 | $2,080+155.3% | $4,939+7.5% | $3,224+64.7% |
| Admin fee / account holder | $7 | $116-93.8% | $13,880-99.9% | $110-93.5% |