See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GR Service code 27 · EIN 33-0818667 | Advisory (Plan) | $67,247 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $163,105 | $62,624+160.5% | $177,989-8.4% | $77,643+110.1% |
| Participation rate | 99.6% | 66.8%+32.8pp | 77.1%+22.6pp | 70.6%+29.1pp |
| Annual return | 14.13% | 16.16%-2.0pp | 294.48%-280.4pp | 31.24%-17.1pp |
| Employer contribution / active EE | $15,070 | $1,909+689.5% | $3,949+281.7% | $2,726+452.9% |
| Participant deferral / active EE | $9,478 | $4,219+124.6% | $6,276+51.0% | $4,647+103.9% |
| Admin fee / account holder | $315 | $386-18.2% | $10,363-97.0% | $430-26.7% |