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 | $65,249 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $47,947 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,152 | $78,419-55.2% | $133,956-73.8% | $73,409-52.1% |
| Participation rate | 96.6% | 78.6%+18.0pp | 79.8%+16.8pp | 72.2%+24.4pp |
| Annual return | 22.64% | 33.35%-10.7pp | 45.09%-22.5pp | 59.29%-36.7pp |
| Employer contribution / active EE | $2,041 | $2,044-0.1% | $3,919-47.9% | $2,234-8.6% |
| Participant deferral / active EE | $3,499 | $3,925-10.9% | $5,048-30.7% | $3,805-8.1% |
| Admin fee / account holder | $157 | $161-2.7% | $8,927-98.2% | $158-0.6% |