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 6-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 | $164,235 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $52,370 |
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 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 | $22,692 | $176,491-87.1% | $95,952-76.4% | $90,288-74.9% |
| Participation rate | 94.7% | 86.6%+8.1pp | 77.1%+17.6pp | 73.4%+21.3pp |
| Annual return | 14.63% | 20.14%-5.5pp | 91.61%-77.0pp | 53.97%-39.3pp |
| Employer contribution / active EE | $1,026 | $2,789-63.2% | $2,541-59.6% | $2,524-59.4% |
| Participant deferral / active EE | $3,134 | $5,340-41.3% | $4,167-24.8% | $4,232-25.9% |
| Admin fee / account holder | $114 | $154-26.2% | $6,795-98.3% | $114-0.2% |