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, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $36,000 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS PC Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $15,360 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $3,167 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,938 | $56,485+177.8% | $185,823-15.5% | $86,799+80.8% |
| Participation rate | 77.7% | 65.5%+12.2pp | 81.7%-4.0pp | 72.3%+5.4pp |
| Annual return | 13.72% | 118.04%-104.3pp | 122.05%-108.3pp | 97.91%-84.2pp |
| Employer contribution / active EE | $3,139 | $1,843+70.3% | $5,167-39.3% | $2,405+30.5% |
| Participant deferral / active EE | $6,278 | $2,553+145.9% | $5,568+12.8% | $4,131+52.0% |
| Admin fee / account holder | $107 | $150-28.7% | $16,237-99.3% | $170-37.1% |