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 | $252,230 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $65,607 |
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 | $23,264 | $144,996-84.0% | $111,297-79.1% | $93,030-75.0% |
| Participation rate | 95.2% | 86.2%+9.0pp | 77.3%+17.9pp | 73.9%+21.3pp |
| Annual return | 13.44% | 18.26%-4.8pp | 54.65%-41.2pp | 158.70%-145.3pp |
| Employer contribution / active EE | $1,081 | $3,056-64.6% | $2,731-60.4% | $2,706-60.1% |
| Participant deferral / active EE | $3,613 | $5,587-35.3% | $4,487-19.5% | $4,562-20.8% |
| Admin fee / account holder | $143 | $103+38.0% | $7,964-98.2% | $152-5.9% |