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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 26-2355829 | Advisory (Plan) | $16,874 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,280 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,164 | $64,909-52.0% | $82,313-62.1% | $62,292-50.0% |
| Participation rate | 72.9% | 74.9%-1.9pp | 76.9%-4.0pp | 69.5%+3.4pp |
| Annual return | 61.20% | 21.18%+40.0pp | 25.88%+35.3pp | 28.90%+32.3pp |
| Employer contribution / active EE | $1,446 | $1,676-13.7% | $2,428-40.4% | $2,042-29.2% |
| Participant deferral / active EE | $2,524 | $3,103-18.7% | $3,706-31.9% | $3,169-20.4% |
| Admin fee / account holder | $221 | $440-49.8% | $5,608-96.1% | $479-53.9% |