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 13 · EIN 42-0127290 | Contract Administrator | $54,490 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $27,103 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,820 | $81,474-15.5% | $133,956-48.6% | $73,488-6.4% |
| Participation rate | 87.5% | 76.4%+11.1pp | 79.8%+7.7pp | 70.7%+16.8pp |
| Annual return | 12.67% | 19.40%-6.7pp | 45.09%-32.4pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,469 | $2,209-33.5% | $3,919-62.5% | $2,270-35.3% |
| Participant deferral / active EE | $5,048 | $3,786+33.3% | $5,0480% | $3,740+35.0% |
| Admin fee / account holder | $347 | $713-51.3% | $8,927-96.1% | $513-32.4% |