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 52 · EIN 04-1590850 | Indirect Investment Fees | $74,624 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 50 · EIN 33-0818667 | Direct Payment | $21,500 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 25 · EIN 33-0818667 | Directed Trustee | $11,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,702 | $23,385-15.8% | $69,182-71.5% | $57,658-65.8% |
| Participation rate | 88.7% | 37.9%+50.7pp | 55.1%+33.5pp | 70.2%+18.4pp |
| Annual return | 4.99% | -659.34%+664.3pp | -21.93%+26.9pp | 5.13%-0.1pp |
| Employer contribution / active EE | $762 | $422+80.4% | $1,206-36.8% | $1,974-61.4% |
| Participant deferral / active EE | $1,928 | $843+128.7% | $1,897+1.6% | $3,061-37.0% |
| Admin fee / account holder | $133 | $82+61.5% | $2,697-95.1% | $95+40.3% |