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, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $57,928 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,115 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,958 | $29,548+245.1% | $56,411+80.7% | $77,643+31.3% |
| Participation rate | 58.8% | 32.7%+26.1pp | 52.5%+6.3pp | 70.6%-11.8pp |
| Annual return | 17.04% | 19.01%-2.0pp | 1701.33%-1684.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $1,140 | $568+100.9% | $1,039+9.8% | $2,726-58.2% |
| Participant deferral / active EE | $3,986 | $1,061+275.8% | $1,952+104.2% | $4,647-14.2% |
| Admin fee / account holder | $151 | $1,046-85.6% | $2,829-94.7% | $430-64.9% |