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 | $149,432 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,431 | $174,559-44.2% | $105,387-7.5% | $67,579+44.2% |
| Participation rate | 99.0% | 88.2%+10.8pp | 82.6%+16.4pp | 71.3%+27.7pp |
| Annual return | 23.57% | 23.63%-0.1pp | 26.82%-3.3pp | 378.56%-355.0pp |
| Employer contribution / active EE | $4,033 | $4,874-17.3% | $4,213-4.3% | $2,148+87.8% |
| Participant deferral / active EE | $5,854 | $7,563-22.6% | $5,502+6.4% | $3,539+65.4% |
| Admin fee / account holder | $254 | $270-6.0% | $6,559-96.1% | $142+78.6% |