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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GR Service code 27 · EIN 33-0818667 | Advisory (Plan) | $60,636 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,985 |
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 | $144,730 | $60,607+138.8% | $189,557-23.6% | $86,799+66.7% |
| Participation rate | 98.4% | 68.9%+29.6pp | 78.4%+20.0pp | 72.3%+26.2pp |
| Annual return | 13.62% | 65.18%-51.6pp | 64.17%-50.5pp | 97.91%-84.3pp |
| Employer contribution / active EE | $12,335 | $1,626+658.8% | $4,412+179.6% | $2,405+412.8% |
| Participant deferral / active EE | $7,319 | $3,895+87.9% | $6,174+18.6% | $4,131+77.2% |
| Admin fee / account holder | $317 | $159+99.4% | $9,807-96.8% | $170+86.7% |