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 37 · EIN 04-2647786 | Loan Processing | $175,396 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $62,000 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,527 |
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 | $43,972 | $73,034-39.8% | $77,163-43.0% | $80,160-45.1% |
| Participation rate | 81.4% | 78.1%+3.2pp | 69.6%+11.8pp | 72.9%+8.4pp |
| Annual return | 17.71% | 18.56%-0.8pp | 37.87%-20.2pp | 40.38%-22.7pp |
| Employer contribution / active EE | $1,915 | $2,779-31.1% | $2,535-24.4% | $2,978-35.7% |
| Participant deferral / active EE | $3,410 | $4,140-17.6% | $3,833-11.0% | $5,017-32.0% |
| Admin fee / account holder | $92 | $104-11.2% | $5,472-98.3% | $145-36.5% |