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, LLC4 years Filed as: SAGEVIEW ADVISORY GR Service code 27 · EIN 33-0818667 | Advisory (Plan) | $59,810 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,558 |
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 | $138,369 | $56,638+144.3% | $169,368-18.3% | $74,419+85.9% |
| Participation rate | 97.5% | 67.5%+30.0pp | 77.1%+20.3pp | 70.7%+26.8pp |
| Annual return | 18.71% | 24.75%-6.0pp | 405.60%-386.9pp | 34.38%-15.7pp |
| Employer contribution / active EE | $14,083 | $2,027+594.8% | $4,013+251.0% | $2,637+434.0% |
| Participant deferral / active EE | $8,688 | $4,223+105.7% | $6,221+39.6% | $4,528+91.9% |
| Admin fee / account holder | $283 | $307-7.6% | $9,003-96.9% | $348-18.6% |