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 4-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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $33,736 |
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754 | Contract Administrator | $980 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,247 | $51,197+89.9% | $82,719+17.6% | $66,914+45.3% |
| Participation rate | 85.5% | 67.8%+17.7pp | 72.6%+13.0pp | 69.8%+15.7pp |
| Annual return | -8.94% | -9.64%+0.7pp | 701.18%-710.1pp | 1.58%-10.5pp |
| Employer contribution / active EE | $8,001 | $2,611+206.5% | $3,009+165.9% | $2,544+214.5% |
| Participant deferral / active EE | $8,949 | $3,458+158.8% | $4,395+103.6% | $4,237+111.2% |
| Admin fee / account holder | $219 | $416-47.2% | $5,329-95.9% | $593-63.0% |