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 | $229,029 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $57,736 |
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 | $54,920 | $76,173-27.9% | $81,382-32.5% | $199,593-72.5% |
| Participation rate | 85.3% | 76.3%+9.1pp | 69.5%+15.8pp | 72.0%+13.3pp |
| Annual return | 13.61% | 15.59%-2.0pp | 24.73%-11.1pp | 34.25%-20.6pp |
| Employer contribution / active EE | $616 | $2,792-77.9% | $2,463-75.0% | $3,034-79.7% |
| Participant deferral / active EE | $3,523 | $4,201-16.1% | $3,883-9.3% | $5,087-30.7% |
| Admin fee / account holder | $141 | $146-3.4% | $5,768-97.6% | $269-47.5% |