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 |
|---|---|---|
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $94,670 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $49,837 | $44,989+10.8% | $170,442-70.8% | $77,958-36.1% |
| Participation rate | 66.9% | 64.6%+2.2pp | 83.6%-16.7pp | 71.6%-4.8pp |
| Annual return | 16.64% | 19.61%-3.0pp | 205.93%-189.3pp | 20.87%-4.2pp |
| Employer contribution / active EE | $1,567 | $1,466+6.9% | $5,433-71.2% | $2,310-32.2% |
| Participant deferral / active EE | $2,192 | $2,208-0.7% | $4,939-55.6% | $3,537-38.0% |
| Admin fee / account holder | $53 | $69-23.4% | $13,880-99.6% | $97-45.7% |