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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,670 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $51,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,421 | $241,101-80.7% | $103,333-55.1% | $199,593-76.7% |
| Participation rate | 42.9% | 78.3%-35.4pp | 74.5%-31.6pp | 72.0%-29.1pp |
| Annual return | 15.30% | 17.80%-2.5pp | 24.88%-9.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $901 | $4,244-78.8% | $3,868-76.7% | $3,034-70.3% |
| Participant deferral / active EE | $3,560 | $3,958-10.1% | $5,057-29.6% | $5,087-30.0% |
| Admin fee / account holder | $167 | $288-41.9% | $8,355-98.0% | $269-37.9% |