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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $26,031 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,089 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,833 | $76,050-16.1% | $96,544-33.9% | $71,457-10.7% |
| Participation rate | 83.7% | 74.4%+9.3pp | 76.0%+7.8pp | 67.9%+15.8pp |
| Annual return | 19.94% | 22.81%-2.9pp | 25.84%-5.9pp | 28.85%-8.9pp |
| Employer contribution / active EE | $3,826 | $2,244+70.5% | $2,965+29.0% | $2,588+47.9% |
| Participant deferral / active EE | $5,207 | $4,215+23.5% | $4,851+7.3% | $4,289+21.4% |
| Admin fee / account holder | $193 | $2,707-92.9% | $8,252-97.7% | $1,587-87.8% |