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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $11,856 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,776 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,009 | $50,464-40.5% | $75,781-60.4% | $52,331-42.7% |
| Participation rate | 88.0% | 66.8%+21.2pp | 75.8%+12.2pp | 68.1%+19.9pp |
| Annual return | -2.36% | 1.03%-3.4pp | 9.68%-12.0pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,496 | $1,988-24.8% | $3,323-55.0% | $1,882-20.5% |
| Participant deferral / active EE | $3,986 | $2,570+55.1% | $3,651+9.2% | $3,022+31.9% |
| Admin fee / account holder | $119 | $1,103-89.3% | $5,299-97.8% | $592-80.0% |