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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $41,291 |
ASCENSUS LLC2 years Service code 13 · EIN 11-3665754 | Contract Administrator | $4,828 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $2,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,226 | $58,264+101.2% | $86,612+35.3% | $71,457+64.1% |
| Participation rate | 87.3% | 65.0%+22.3pp | 71.7%+15.6pp | 67.9%+19.4pp |
| Annual return | 21.56% | 21.63%-0.1pp | 591.07%-569.5pp | 28.85%-7.3pp |
| Employer contribution / active EE | $8,889 | $2,574+245.3% | $3,022+194.1% | $2,588+243.5% |
| Participant deferral / active EE | $10,448 | $3,436+204.1% | $4,438+135.5% | $4,289+143.6% |
| Admin fee / account holder | $258 | $1,057-75.6% | $5,614-95.4% | $1,587-83.7% |