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 06-1050034 | Contract Administrator | $133,615 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $90,241 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,789 | $104,631-41.9% | $98,439-38.2% | $80,160-24.2% |
| Participation rate | 98.6% | 87.5%+11.1pp | 75.2%+23.5pp | 72.9%+25.7pp |
| Annual return | 15.55% | 34.72%-19.2pp | 21.16%-5.6pp | 40.38%-24.8pp |
| Employer contribution / active EE | $4,061 | $4,517-10.1% | $3,048+33.2% | $2,978+36.4% |
| Participant deferral / active EE | $5,450 | $6,545-16.7% | $4,738+15.0% | $5,017+8.6% |
| Admin fee / account holder | $142 | $105+35.4% | $8,948-98.4% | $145-2.1% |