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 |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $169,257 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP, LLP Service code 10 · EIN 33-0818667 | Accounting | $69,024 |
KMH LLP7 years Filed as: KMH, LLP Service code 10 · EIN 42-1539623 | Accounting | $22,408 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,775 | $96,018-4.4% | $65,493+40.1% | $85,563+7.3% |
| Participation rate | 97.6% | 74.8%+22.8pp | 73.1%+24.5pp | 66.0%+31.7pp |
| Annual return | 12.06% | 14.51%-2.4pp | 982.45%-970.4pp | 31.51%-19.4pp |
| Employer contribution / active EE | $3,771 | $3,235+16.6% | $2,574+46.5% | $2,654+42.1% |
| Participant deferral / active EE | $4,565 | $4,055+12.6% | $3,961+15.3% | $4,375+4.3% |
| Admin fee / account holder | $282 | $271+4.3% | $5,028-94.4% | $834-66.2% |