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 42-0127290 | Contract Administrator | $64,185 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,300 | $100,923+89.6% | $150,045+27.5% | $74,304+157.5% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.3%+16.2pp | 60.3%+38.1pp |
| Annual return | 14.39% | 51.77%-37.4pp | 62.55%-48.2pp | 29.43%-15.0pp |
| Employer contribution / active EE | $5,098 | $3,463+47.2% | $4,693+8.6% | $2,241+127.5% |
| Participant deferral / active EE | $14,611 | $6,709+117.8% | $7,997+82.7% | $3,767+287.8% |
| Admin fee / account holder | $414 | $2,767-85.0% | $13,435-96.9% | $2,969-86.1% |