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 15 · EIN 04-2647786 | Recordkeeping | $37,779 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $27,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,467 | $106,110-49.6% | $147,005-63.6% | $77,671-31.2% |
| Participation rate | 86.6% | 78.4%+8.2pp | 82.2%+4.4pp | 70.6%+16.0pp |
| Annual return | 15.51% | 56.77%-41.3pp | 418.76%-403.3pp | 31.21%-15.7pp |
| Employer contribution / active EE | $2,059 | $4,065-49.3% | $4,934-58.3% | $2,726-24.5% |
| Participant deferral / active EE | $2,919 | $7,992-63.5% | $8,070-63.8% | $4,648-37.2% |
| Admin fee / account holder | $166 | $338-50.7% | $13,006-98.7% | $430-61.3% |