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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,956 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,388 |
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.
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 | $190,566 | $93,571+103.7% | $135,903+40.2% | $75,163+153.5% |
| Participation rate | 51.0% | 75.2%-24.2pp | 81.9%-30.9pp | 67.2%-16.2pp |
| Annual return | 22.44% | 30.90%-8.5pp | 68.23%-45.8pp | 160.62%-138.2pp |
| Employer contribution / active EE | $118 | $3,537-96.7% | $4,856-97.6% | $2,670-95.6% |
| Participant deferral / active EE | $8,277 | $6,404+29.2% | $7,758+6.7% | $4,125+100.6% |
| Admin fee / account holder | $273 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |