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 | $18,642 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $18,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,983 | $54,517-43.2% | $75,972-59.2% | $74,495-58.4% |
| Participation rate | 60.7% | 60.3%+0.4pp | 69.1%-8.4pp | 67.2%-6.5pp |
| Annual return | 12.21% | 31.82%-19.6pp | 359.55%-347.3pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $876 | $1,777-50.7% | $2,685-67.4% | $2,623-66.6% |
| Participant deferral / active EE | $3,338 | $3,066+8.9% | $4,255-21.6% | $4,346-23.2% |
| Admin fee / account holder | $283 | $2,229-87.3% | $6,467-95.6% | $1,942-85.4% |