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 8-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 Service code 27 | Advisory (Plan) | $26,703 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $124,202 | $48,576+155.7% | $169,463-26.7% | $56,287+120.7% |
| Participation rate | 75.0% | 65.8%+9.2pp | 77.8%-2.8pp | 69.9%+5.1pp |
| Annual return | 9.47% | -2.51%+12.0pp | 1.83%+7.6pp | -9.96%+19.4pp |
| Employer contribution / active EE | $2,344 | $1,559+50.3% | $4,159-43.6% | $2,111+11.0% |
| Participant deferral / active EE | $4,735 | $3,275+44.6% | $5,277-10.3% | $3,350+41.3% |
| Admin fee / account holder | $887 | $435+103.9% | $9,109-90.3% | $521+70.3% |