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, LLC5+ years Filed as: SAGEVIEW ADVISORY GRP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $18,078 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,060 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,295 | $98,982-64.3% | $162,163-78.2% | $65,185-45.9% |
| Participation rate | 99.4% | 85.8%+13.6pp | 87.6%+11.8pp | 70.2%+29.2pp |
| Annual return | 20.05% | 24.84%-4.8pp | 115.59%-95.5pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,914 | $3,467-44.8% | $5,614-65.9% | $2,177-12.1% |
| Participant deferral / active EE | $2,919 | $5,384-45.8% | $7,298-60.0% | $3,514-16.9% |
| Admin fee / account holder | $108 | $596-81.9% | $10,843-99.0% | $847-87.3% |