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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $46,696 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $37,617 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $14,350 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $40,917 | $81,537-49.8% | $149,718-72.7% | $69,631-41.2% |
| Participation rate | 91.1% | 86.1%+4.9pp | 87.1%+4.0pp | 70.7%+20.4pp |
| Annual return | 14.82% | 22.79%-8.0pp | 1501.63%-1486.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $3,634 | $3,239+12.2% | $5,445-33.3% | $2,032+78.8% |
| Participant deferral / active EE | $4,822 | $4,994-3.4% | $6,569-26.6% | $3,224+49.6% |
| Admin fee / account holder | $142 | $107+33.0% | $11,283-98.7% | $110+28.7% |