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, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $65,000 |
MOSS ADAMS LLP2+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $31,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,205 |
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 | $122,439 | $63,905+91.6% | $74,183+65.0% | $57,658+112.4% |
| Participation rate | 95.8% | 79.8%+16.1pp | 76.6%+19.2pp | 70.2%+25.6pp |
| Annual return | 7.06% | 60.60%-53.5pp | 17.74%-10.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $4,204 | $1,840+128.4% | $2,370+77.4% | $1,974+113.0% |
| Participant deferral / active EE | $12,016 | $3,448+248.5% | $3,550+238.5% | $3,061+292.6% |
| Admin fee / account holder | $53 | $91-42.1% | $5,586-99.1% | $95-44.2% |