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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $193,857 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,698 | $55,331-4.8% | $81,812-35.6% | $199,593-73.6% |
| Participation rate | 86.3% | 62.5%+23.8pp | 72.3%+14.0pp | 72.0%+14.3pp |
| Annual return | 13.77% | 19.59%-5.8pp | 773.79%-760.0pp | 34.25%-20.5pp |
| Employer contribution / active EE | $2,273 | $2,101+8.2% | $2,912-22.0% | $3,034-25.1% |
| Participant deferral / active EE | $3,477 | $3,283+5.9% | $4,319-19.5% | $5,087-31.6% |
| Admin fee / account holder | $103 | $346-70.3% | $7,386-98.6% | $269-61.8% |