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 37 · EIN 04-2647786 | Loan Processing | $324,415 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $34,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,244 | $105,179-77.9% | $64,056-63.7% | $80,160-71.0% |
| Participation rate | 94.2% | 73.5%+20.7pp | 72.3%+21.9pp | 72.9%+21.3pp |
| Annual return | 20.06% | 20.34%-0.3pp | 33.69%-13.6pp | 40.38%-20.3pp |
| Employer contribution / active EE | $601 | $3,311-81.9% | $2,747-78.1% | $2,978-79.8% |
| Participant deferral / active EE | $4,485 | $4,020+11.6% | $3,880+15.6% | $5,017-10.6% |
| Admin fee / account holder | $53 | $113-53.5% | $3,068-98.3% | $145-63.7% |