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 9-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $54,572 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $41,573 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $14,833 |
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 | $35,220 | $69,159-49.1% | $125,175-71.9% | $67,579-47.9% |
| Participation rate | 96.5% | 78.2%+18.3pp | 79.8%+16.7pp | 71.3%+25.2pp |
| Annual return | 22.79% | 27.12%-4.3pp | 43.79%-21.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,930 | $2,023-4.6% | $3,865-50.1% | $2,148-10.1% |
| Participant deferral / active EE | $3,531 | $3,700-4.6% | $4,937-28.5% | $3,539-0.2% |
| Admin fee / account holder | $192 | $142+35.7% | $9,702-98.0% | $142+35.2% |