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 | $176,402 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $75,523 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $17,542 | $130,141-86.5% | $86,677-79.8% | $77,904-77.5% |
| Participation rate | 95.3% | 85.9%+9.3pp | 76.6%+18.7pp | 73.7%+21.6pp |
| Annual return | -2.25% | -12.75%+10.5pp | 35.91%-38.2pp | 12.21%-14.5pp |
| Employer contribution / active EE | $1,120 | $3,220-65.2% | $2,836-60.5% | $2,848-60.7% |
| Participant deferral / active EE | $3,633 | $5,757-36.9% | $4,656-22.0% | $4,806-24.4% |
| Admin fee / account holder | $81 | $132-38.9% | $7,493-98.9% | $133-39.2% |