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 | $52,687 |
Filed as: SAGEVIEW ADVISORY GR Service code 27 · EIN 33-0818667 | Advisory (Plan) | $52,076 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,208 | $62,132+99.9% | $185,823-33.2% | $73,488+69.0% |
| Participation rate | 97.9% | 67.8%+30.1pp | 78.0%+19.9pp | 70.7%+27.2pp |
| Annual return | 15.78% | 20.44%-4.7pp | 35.95%-20.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $11,145 | $1,681+562.9% | $4,087+172.7% | $2,270+390.9% |
| Participant deferral / active EE | $7,094 | $3,711+91.1% | $5,632+26.0% | $3,740+89.7% |
| Admin fee / account holder | $329 | $419-21.3% | $9,500-96.5% | $513-35.8% |