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, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $102,152 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,907 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,942 | $134,045-68.7% | $80,019-47.6% | $75,289-44.3% |
| Participation rate | 96.4% | 85.8%+10.7pp | 75.8%+20.6pp | 72.4%+24.0pp |
| Annual return | -5.45% | -0.56%-4.9pp | 11.22%-16.7pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,677 | $3,492-52.0% | $2,468-32.0% | $2,405-30.3% |
| Participant deferral / active EE | $4,261 | $4,976-14.4% | $3,686+15.6% | $3,739+14.0% |
| Admin fee / account holder | $115 | $124-6.9% | $6,521-98.2% | $102+12.7% |