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 9-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, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $9,290 |
MINNESOTA LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $2,053 |
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 | $21,032 | $27,839-24.5% | $58,482-64.0% | $71,457-70.6% |
| Participation rate | 36.8% | 34.5%+2.3pp | 50.9%-14.0pp | 67.9%-31.1pp |
| Annual return | 15.40% | 26.81%-11.4pp | 4239.32%-4223.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $565 | $1,206-53.1% | $1,924-70.6% | $4,289-86.8% |
| Admin fee / account holder | $121 | $1,641-92.6% | $2,516-95.2% | $1,587-92.4% |