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 | $75,038 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GR Service code 27 · EIN 33-0818667 | Advisory (Plan) | $58,392 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $116,745 | $50,458+131.4% | $159,960-27.0% | $64,808+80.1% |
| Participation rate | 97.4% | 68.0%+29.4pp | 78.0%+19.4pp | 71.5%+25.9pp |
| Annual return | -18.27% | -13.42%-4.8pp | 408.60%-426.9pp | 32.82%-51.1pp |
| Employer contribution / active EE | $12,494 | $1,722+625.4% | $4,226+195.7% | $2,506+398.6% |
| Participant deferral / active EE | $8,350 | $4,004+108.6% | $6,182+35.1% | $4,310+93.7% |
| Admin fee / account holder | $407 | $706-42.4% | $8,698-95.3% | $188+116.6% |