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 15 · EIN 04-2647786 | Recordkeeping | $44,147 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $28,652 |
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 | $59,960 | $119,446-49.8% | $150,045-60.0% | $85,563-29.9% |
| Participation rate | 91.6% | 75.4%+16.2pp | 82.3%+9.3pp | 66.0%+25.7pp |
| Annual return | 17.03% | 23.72%-6.7pp | 62.55%-45.5pp | 31.51%-14.5pp |
| Employer contribution / active EE | $2,486 | $4,078-39.0% | $4,693-47.0% | $2,654-6.3% |
| Participant deferral / active EE | $3,368 | $7,985-57.8% | $7,997-57.9% | $4,375-23.0% |
| Admin fee / account holder | $179 | $548-67.3% | $13,435-98.7% | $834-78.5% |