Filed July 31, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 22 1600 UTICA AVE. S - FLOOR 6 · MINNEAPOLIS, MN 55416 | Insurance Broker | $13,687 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,981 |
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 | $64,977 | $56,897+14.2% | $84,750-23.3% | $62,891+3.3% |
| Participation rate | 86.6% | 68.5%+18.0pp | 76.6%+10.0pp | 69.3%+17.3pp |
| Annual return | 6.87% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,754 | $2,400+56.4% | $3,574+5.0% | $2,281+64.6% |
| Participant deferral / active EE | $6,860 | $2,709+153.2% | $3,712+84.8% | $3,203+114.2% |
| Admin fee / account holder | $236 | $3,581-93.4% | $5,332-95.6% | $4,296-94.5% |