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 | $41,533 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,764 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,196 | $61,272+182.7% | $149,673+15.7% | $71,457+142.4% |
| Participation rate | 89.0% | 62.5%+26.5pp | 78.8%+10.3pp | 67.9%+21.1pp |
| Annual return | 18.29% | 35.85%-17.6pp | 134.42%-116.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $8,104 | $2,378+240.7% | $4,818+68.2% | $2,588+213.2% |
| Participant deferral / active EE | $5,875 | $2,917+101.4% | $5,680+3.4% | $4,289+37.0% |
| Admin fee / account holder | $312 | $1,261-75.2% | $13,210-97.6% | $1,587-80.3% |