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 |
|---|---|---|
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW Service code 70 · EIN 33-0818667 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Consulting Fees | $11,062 |
Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | -$24,144 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $194,321 | $138,427+40.4% | $97,995+98.3% | $69,631+179.1% |
| Participation rate | 98.5% | 90.0%+8.5pp | 82.4%+16.1pp | 70.7%+27.8pp |
| Annual return | 18.00% | 26.21%-8.2pp | 23.94%-5.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $6,620 | $4,858+36.3% | $4,158+59.2% | $2,032+225.8% |
| Participant deferral / active EE | $6,234 | $7,165-13.0% | $5,097+22.3% | $3,224+93.4% |
| Admin fee / account holder | -$42 | $101-141.9% | $5,943-100.7% | $110-138.2% |