See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $220,560 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,730 | $52,525+2.3% | $117,472-54.3% | $77,904-31.0% |
| Participation rate | 96.3% | 61.6%+34.7pp | 70.6%+25.7pp | 73.7%+22.6pp |
| Annual return | -15.41% | -13.76%-1.7pp | 29.74%-45.2pp | 12.21%-27.6pp |
| Employer contribution / active EE | $2,702 | $2,166+24.7% | $4,176-35.3% | $2,848-5.1% |
| Participant deferral / active EE | $7,206 | $3,087+133.4% | $4,070+77.0% | $4,806+49.9% |
| Admin fee / account holder | $131 | $99+32.3% | $5,645-97.7% | $133-0.9% |