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, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $27,000 |
PENSION PLAN SPECIALISTS, PC3 years Filed as: PENSION PLAN SPECIALISTS PC Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $16,735 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $3,886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,441 | $46,292+177.5% | $143,757-10.7% | $64,808+98.2% |
| Participation rate | 76.6% | 64.2%+12.4pp | 80.3%-3.7pp | 71.5%+5.1pp |
| Annual return | -14.81% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,302 | $1,910+72.9% | $4,951-33.3% | $2,506+31.8% |
| Participant deferral / active EE | $6,604 | $2,646+149.6% | $5,637+17.1% | $4,310+53.2% |
| Admin fee / account holder | $89 | $154-41.9% | $14,673-99.4% | $188-52.4% |