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, LLC3+ years Filed as: SAGEVIEW ADVISORY GRP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $90,230 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $57,771 |
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 | $31,275 | $65,292-52.1% | $71,671-56.4% | $77,958-59.9% |
| Participation rate | 77.6% | 67.4%+10.2pp | 68.7%+8.8pp | 71.6%+5.9pp |
| Annual return | 14.36% | 21.25%-6.9pp | 20.65%-6.3pp | 20.87%-6.5pp |
| Employer contribution / active EE | $824 | $2,085-60.5% | $2,460-66.5% | $2,310-64.3% |
| Participant deferral / active EE | $3,151 | $3,008+4.7% | $3,438-8.4% | $3,537-10.9% |
| Admin fee / account holder | $107 | $84+26.2% | $5,558-98.1% | $97+9.5% |