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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $91,073 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,509 |
HOWARD SIMON & ASSOCIATES, INC.7+ years Service code 15 · EIN 36-3132823 | Recordkeeping | $3,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $99,161 | $50,956+94.6% | $96,562+2.7% | $86,799+14.2% |
| Participation rate | 45.4% | 65.2%-19.9pp | 69.8%-24.4pp | 72.3%-26.9pp |
| Annual return | 11.35% | 21.27%-9.9pp | 37.78%-26.4pp | 97.91%-86.6pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,682 | $2,954+58.5% | $3,849+21.7% | $4,131+13.3% |
| Admin fee / account holder | $777 | $166+367.8% | $6,181-87.4% | $170+358.0% |