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, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,011 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,488 |
SAGE ADVISORY SERVICES6+ years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $8,982 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,878 | $101,317+63.7% | $146,958+12.9% | $74,495+122.7% |
| Participation rate | 84.0% | 75.5%+8.5pp | 82.2%+1.9pp | 67.2%+16.8pp |
| Annual return | 20.20% | 8730.91%-8710.7pp | 418.34%-398.1pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $16,169 | $7,303+121.4% | $8,070+100.4% | $4,346+272.1% |
| Admin fee / account holder | $279 | $1,739-83.9% | $12,998-97.9% | $1,942-85.6% |