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 | $56,275 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $14,197 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,635 | $108,719-35.9% | $101,326-31.3% | $85,563-18.6% |
| Participation rate | 88.6% | 80.9%+7.7pp | 81.5%+7.1pp | 66.0%+22.6pp |
| Annual return | 32.63% | 20.95%+11.7pp | 36.82%-4.2pp | 31.51%+1.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $14,956 | $8,545+75.0% | $7,994+87.1% | $4,375+241.8% |
| Admin fee / account holder | $115 | $685-83.2% | $11,185-99.0% | $834-86.2% |