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 5-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, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,819 |
POOLER CPA GROUP, LLC1 year Service code 10 · EIN 82-4354021 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,541 | $106,110-48.6% | $147,005-62.9% | $77,671-29.8% |
| Participation rate | 73.5% | 78.4%-4.9pp | 82.2%-8.7pp | 70.6%+2.9pp |
| Annual return | 12.54% | 56.77%-44.2pp | 418.76%-406.2pp | 31.21%-18.7pp |
| Employer contribution / active EE | $1,501 | $4,065-63.1% | $4,934-69.6% | $2,726-45.0% |
| Participant deferral / active EE | $4,366 | $7,992-45.4% | $8,070-45.9% | $4,648-6.1% |
| Admin fee / account holder | $190 | $338-43.9% | $13,006-98.5% | $430-56.0% |