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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $177,686 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,375 |
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 | $51,780 | $107,459-51.8% | $135,903-61.9% | $80,160-35.4% |
| Participation rate | 91.9% | 78.0%+13.8pp | 81.9%+10.0pp | 72.9%+18.9pp |
| Annual return | 19.34% | 91.91%-72.6pp | 68.23%-48.9pp | 40.38%-21.0pp |
| Employer contribution / active EE | $1,262 | $3,877-67.5% | $4,856-74.0% | $2,978-57.6% |
| Participant deferral / active EE | $4,853 | $8,195-40.8% | $7,758-37.4% | $5,017-3.3% |
| Admin fee / account holder | $113 | $127-10.7% | $10,762-98.9% | $145-21.8% |