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 | $92,991 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $51,745 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,444 | $77,197-26.9% | $86,874-35.0% | $93,030-39.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 71.6%+28.4pp | 73.9%+26.1pp |
| Annual return | 13.42% | 16.31%-2.9pp | 63.52%-50.1pp | 158.70%-145.3pp |
| Employer contribution / active EE | $695 | $2,514-72.4% | $2,495-72.1% | $2,706-74.3% |
| Participant deferral / active EE | $3,683 | $3,831-3.9% | $3,699-0.4% | $4,562-19.3% |
| Admin fee / account holder | $85 | $105-18.7% | $5,828-98.5% | $152-43.7% |