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) | $29,843 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,171 |
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 | $83,660 | $100,923-17.1% | $150,045-44.2% | $74,304+12.6% |
| Participation rate | 73.4% | 70.1%+3.3pp | 82.3%-8.9pp | 60.3%+13.1pp |
| Annual return | 14.88% | 51.77%-36.9pp | 62.55%-47.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,597 | $3,463-53.9% | $4,693-66.0% | $2,241-28.7% |
| Participant deferral / active EE | $5,524 | $6,709-17.7% | $7,997-30.9% | $3,767+46.6% |
| Admin fee / account holder | $216 | $2,767-92.2% | $13,435-98.4% | $2,969-92.7% |