Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,300 | $88,360+116.5% | $145,433+31.5% | $67,986+181.4% |
| Participation rate | 98.5% | 65.5%+33.0pp | 82.1%+16.4pp | 57.2%+41.3pp |
| Annual return | 14.39% | 63.15%-48.8pp | 66.58%-52.2pp | 31.67%-17.3pp |
| Employer contribution / active EE | $5,098 | $3,054+66.9% | $4,554+11.9% | $2,019+152.5% |
| Participant deferral / active EE | $14,611 | $5,932+146.3% | $7,897+85.0% | $3,358+335.1% |
| Admin fee / account holder | $414 | $3,313-87.5% | $13,129-96.8% | $3,203-87.1% |