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, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $54,004 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $19,639 |
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 | $39,220 | $63,905-38.6% | $74,183-47.1% | $57,658-32.0% |
| Participation rate | 85.7% | 79.8%+6.0pp | 76.6%+9.1pp | 70.2%+15.5pp |
| Annual return | 8.20% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,626 | $1,840-11.7% | $2,370-31.4% | $1,974-17.6% |
| Participant deferral / active EE | $3,032 | $3,448-12.1% | $3,550-14.6% | $3,061-0.9% |
| Admin fee / account holder | $38 | $91-58.1% | $5,586-99.3% | $95-59.7% |