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 | $115,726 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $147,906 | $155,364-4.8% | $103,476+42.9% | $77,643+90.5% |
| Participation rate | 98.6% | 85.5%+13.1pp | 80.5%+18.1pp | 70.6%+28.0pp |
| Annual return | 13.69% | 19.02%-5.3pp | 23.90%-10.2pp | 31.24%-17.5pp |
| Employer contribution / active EE | $5,010 | $5,949-15.8% | $4,672+7.2% | $2,726+83.8% |
| Participant deferral / active EE | $8,360 | $8,482-1.4% | $6,623+26.2% | $4,647+79.9% |
| Admin fee / account holder | $214 | $503-57.5% | $9,413-97.7% | $430-50.4% |