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 GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $46,756 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,251 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,336 | $78,485-23.1% | $106,213-43.2% | $74,495-19.0% |
| Participation rate | 78.5% | 72.8%+5.7pp | 75.3%+3.3pp | 67.2%+11.3pp |
| Annual return | 12.27% | 15.95%-3.7pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,670 | $2,523-33.8% | $3,171-47.4% | $2,623-36.3% |
| Participant deferral / active EE | $4,726 | $4,322+9.3% | $5,016-5.8% | $4,346+8.8% |
| Admin fee / account holder | $393 | $2,232-82.4% | $11,033-96.4% | $1,942-79.7% |