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 | $276,769 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $73,750 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,299 | $110,299-70.7% | $102,423-68.5% | $199,593-83.8% |
| Participation rate | 88.9% | 86.3%+2.6pp | 76.5%+12.4pp | 72.0%+16.9pp |
| Annual return | 12.75% | 35.73%-23.0pp | 29.32%-16.6pp | 34.25%-21.5pp |
| Employer contribution / active EE | $1,343 | $3,603-62.7% | $3,023-55.6% | $3,034-55.7% |
| Participant deferral / active EE | $4,563 | $6,376-28.4% | $5,053-9.7% | $5,087-10.3% |
| Admin fee / account holder | $153 | $122+24.8% | $9,451-98.4% | $269-43.2% |