Filed November 18, 2015
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 13 · EIN 42-0127290 | Contract Administrator | $81,284 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $34,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,692 | $50,815+21.4% | $155,509-60.3% | $77,643-20.5% |
| Participation rate | 48.4% | 63.1%-14.7pp | 78.2%-29.8pp | 70.6%-22.2pp |
| Annual return | 11.85% | 34.80%-23.0pp | 64.67%-52.8pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,372 | $1,993-31.2% | $4,672-70.6% | $2,726-49.7% |
| Participant deferral / active EE | $2,198 | $2,822-22.1% | $5,626-60.9% | $4,647-52.7% |
| Admin fee / account holder | $236 | $437-46.0% | $15,912-98.5% | $430-45.3% |