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 CONSULTING GROUP, LLC Service code 16 · EIN 27-1001403 4510 COX ROAD · GLEN ALLEN, VA 23060 | Consulting | $7,616 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,514 | $136,307-85.0% | $177,821-88.5% | $73,488-72.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | -16.41% | 18.68%-35.1pp | 48.32%-64.7pp | 28.51%-44.9pp |
| Employer contribution / active EE | $2,415 | $3,712-34.9% | $5,918-59.2% | $2,270+6.4% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $34 | $596-94.2% | $12,427-99.7% | $513-93.3% |