See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $203,391 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP Service code 99 · EIN 33-0818667 | Other Fees | $90,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,209 | $119,153-74.6% | $151,611-80.1% | $78,044-61.3% |
| Participation rate | 96.3% | 92.5%+3.8pp | 87.5%+8.8pp | 74.4%+21.9pp |
| Annual return | -16.43% | -10.83%-5.6pp | 3.33%-19.8pp | 10.87%-27.3pp |
| Employer contribution / active EE | $2,563 | $5,298-51.6% | $6,166-58.4% | $3,125-18.0% |
| Participant deferral / active EE | $9,575 | $8,624+11.0% | $8,363+14.5% | $5,084+88.3% |
| Admin fee / account holder | $104 | $69+51.4% | $11,616-99.1% | $79+31.9% |