See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $58,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,286 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,018 | $61,058+70.4% | $71,209+46.1% | $85,563+21.6% |
| Participation rate | 85.3% | 58.6%+26.7pp | 73.8%+11.5pp | 66.0%+19.3pp |
| Annual return | 17.38% | 100.41%-83.0pp | 282.51%-265.1pp | 31.51%-14.1pp |
| Employer contribution / active EE | $3,846 | $2,199+74.9% | $2,721+41.3% | $2,654+44.9% |
| Participant deferral / active EE | $8,524 | $3,173+168.7% | $4,175+104.2% | $4,375+94.8% |
| Admin fee / account holder | $316 | $855-63.0% | $5,349-94.1% | $834-62.1% |