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, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 99 · EIN 33-0818667 | Other Fees | $156,361 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,931 | $104,281-72.3% | $140,016-79.3% | $68,904-58.0% |
| Participation rate | 92.8% | 89.1%+3.7pp | 87.5%+5.3pp | 74.1%+18.7pp |
| Annual return | -1.47% | -1.33%-0.1pp | 651.12%-652.6pp | 1.07%-2.5pp |
| Employer contribution / active EE | $2,122 | $4,070-47.9% | $5,606-62.1% | $2,540-16.4% |
| Participant deferral / active EE | $6,160 | $6,129+0.5% | $6,927-11.1% | $4,015+53.4% |
| Admin fee / account holder | $130 | $79+65.0% | $10,705-98.8% | $71+82.2% |