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 | $93,351-1.7% | $62,929+45.8% | $79,634+15.2% |
| Participation rate | 97.6% | 74.6%+23.0pp | 73.1%+24.5pp | 62.5%+35.1pp |
| Annual return | 12.06% | 14.37%-2.3pp | 1063.93%-1051.9pp | 36.46%-24.4pp |
| Employer contribution / active EE | $3,771 | $3,135+20.3% | $2,505+50.6% | $2,529+49.1% |
| Participant deferral / active EE | $4,565 | $3,921+16.4% | $3,888+17.4% | $3,835+19.1% |
| Admin fee / account holder | $282 | $229+23.2% | $5,065-94.4% | $1,002-71.8% |