See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES4 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,902 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $36,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,836 | $78,419-12.2% | $133,956-48.6% | $73,409-6.2% |
| Participation rate | 49.1% | 78.6%-29.5pp | 79.8%-30.8pp | 72.2%-23.1pp |
| Annual return | 18.69% | 33.35%-14.7pp | 45.09%-26.4pp | 59.29%-40.6pp |
| Employer contribution / active EE | $869 | $2,044-57.5% | $3,919-77.8% | $2,234-61.1% |
| Participant deferral / active EE | $2,840 | $3,925-27.7% | $5,048-43.7% | $3,805-25.4% |
| Admin fee / account holder | $151 | $161-6.1% | $8,927-98.3% | $158-4.1% |