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, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 22 1600 UTICA AVE. S - FLOOR 6 · MINNEAPOLIS, MN 55416 | Insurance Broker | $22,596 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $14,810 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,772 | $57,354+40.8% | $83,848-3.7% | $64,186+25.8% |
| Participation rate | 98.7% | 68.6%+30.1pp | 76.1%+22.5pp | 69.6%+29.1pp |
| Annual return | -6.57% | 11.38%-18.0pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,206 | $2,545+65.3% | $3,631+15.9% | $2,381+76.7% |
| Participant deferral / active EE | $7,943 | $2,993+165.4% | $4,082+94.6% | $3,470+128.9% |
| Admin fee / account holder | $386 | $4,046-90.5% | $5,478-93.0% | $4,888-92.1% |