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 06-1050034 | Contract Administrator | $72,802 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $47,500 |
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 | $48,413 | $65,708-26.3% | $76,817-37.0% | $77,787-37.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 72.1%+27.9pp | 73.2%+26.8pp |
| Annual return | 23.25% | 49.86%-26.6pp | 1166.11%-1142.9pp | 32.57%-9.3pp |
| Employer contribution / active EE | $744 | $2,167-65.7% | $2,302-67.7% | $2,504-70.3% |
| Participant deferral / active EE | $3,213 | $3,254-1.3% | $3,336-3.7% | $3,967-19.0% |
| Admin fee / account holder | $84 | $91-7.5% | $6,420-98.7% | $100-16.1% |