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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,933 | $105,181+90.1% | $159,436+25.4% | $85,850+132.9% |
| Participation rate | 58.9% | 75.8%-16.8pp | 82.8%-23.9pp | 69.3%-10.4pp |
| Annual return | 17.92% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $11 | $3,318-99.7% | $4,829-99.8% | $2,565-99.6% |
| Participant deferral / active EE | $6,235 | $5,945+4.9% | $7,352-15.2% | $3,952+57.8% |
| Admin fee / account holder | $324 | $6,933-95.3% | $10,799-97.0% | $6,260-94.8% |