Filed February 24, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $254,702 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $116,661 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $28,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,221 | $136,266-22.8% | $90,749+15.9% | $77,904+35.1% |
| Participation rate | 98.5% | 86.6%+11.8pp | 75.7%+22.8pp | 73.7%+24.8pp |
| Annual return | -14.46% | -11.32%-3.1pp | -12.16%-2.3pp | 12.21%-26.7pp |
| Employer contribution / active EE | $3,503 | $4,215-16.9% | $2,921+19.9% | $2,848+23.0% |
| Participant deferral / active EE | $6,253 | $6,353-1.6% | $4,564+37.0% | $4,806+30.1% |
| Admin fee / account holder | $201 | $399-49.5% | $8,445-97.6% | $133+51.8% |