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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$23,464 |
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 | $82,371 | $79,171+4.0% | $102,423-19.6% | $74,495+10.6% |
| Participation rate | 92.0% | 74.8%+17.2pp | 76.5%+15.5pp | 67.2%+24.8pp |
| Annual return | 11.98% | 54.93%-43.0pp | 29.32%-17.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $3,690 | $2,362+56.2% | $3,023+22.0% | $2,623+40.7% |
| Participant deferral / active EE | $7,059 | $4,415+59.9% | $5,053+39.7% | $4,346+62.4% |
| Admin fee / account holder | $16 | $2,001-99.2% | $9,451-99.8% | $1,942-99.2% |