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 | $57,831-8.3% | $82,389-35.7% | $85,563-38.0% |
| Participation rate | 98.5% | 55.0%+43.5pp | 69.5%+28.9pp | 66.0%+32.5pp |
| Annual return | 17.00% | 17.86%-0.9pp | 28.67%-11.7pp | 31.51%-14.5pp |
| Employer contribution / active EE | $1,605 | $1,643-2.3% | $2,517-36.2% | $2,654-39.5% |
| Participant deferral / active EE | $5,293 | $3,118+69.8% | $4,155+27.4% | $4,375+21.0% |
| Admin fee / account holder | $49 | $1,391-96.5% | $7,231-99.3% | $834-94.1% |