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, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 99 | Other Fees | $50,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $23,452 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 99 · EIN 33-0818667 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,828 | $58,264+129.7% | $86,612+54.5% | $71,457+87.3% |
| Participation rate | 96.2% | 65.0%+31.2pp | 71.7%+24.5pp | 67.9%+28.3pp |
| Annual return | 23.02% | 21.63%+1.4pp | 591.07%-568.1pp | 28.85%-5.8pp |
| Employer contribution / active EE | $6,755 | $2,574+162.4% | $3,022+123.5% | $2,588+161.0% |
| Participant deferral / active EE | $15,550 | $3,436+352.5% | $4,438+250.4% | $4,289+262.6% |
| Admin fee / account holder | $404 | $1,057-61.8% | $5,614-92.8% | $1,587-74.5% |