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, LLC5 years Service code 99 · EIN 33-0818667 | Other Fees | $41,314 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $17,017 |
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 | $53,017 | $51,092+3.8% | $76,735-30.9% | $79,634-33.4% |
| Participation rate | 98.5% | 50.2%+48.3pp | 69.5%+29.0pp | 62.5%+36.0pp |
| Annual return | 17.00% | 18.04%-1.0pp | 29.77%-12.8pp | 36.46%-19.5pp |
| Employer contribution / active EE | $1,605 | $1,519+5.7% | $2,454-34.6% | $2,529-36.5% |
| Participant deferral / active EE | $5,293 | $2,529+109.3% | $4,088+29.5% | $3,835+38.0% |
| Admin fee / account holder | $49 | $1,865-97.4% | $7,189-99.3% | $1,002-95.1% |