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, LLC7+ years Filed as: SAGEVIEW ADVISORY GRP LLC Service code 23 · EIN 33-0818667 | Investment advisory (plan); Insurance... | $24,389 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,535 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,484 | $121,341-59.2% | $189,513-73.9% | $79,386-37.7% |
| Participation rate | 96.9% | 86.1%+10.8pp | 87.8%+9.1pp | 70.7%+26.2pp |
| Annual return | 12.94% | 21.08%-8.1pp | 555.15%-542.2pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,796 | $3,915-54.1% | $6,162-70.8% | $2,427-26.0% |
| Participant deferral / active EE | $2,832 | $6,395-55.7% | $8,221-65.5% | $4,046-30.0% |
| Admin fee / account holder | $132 | $651-79.7% | $12,045-98.9% | $626-78.9% |