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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 16 · EIN 33-0818667 | Consulting | $45,111 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $30,640 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $70,371 | $47,898+46.9% | $117,472-40.1% | $64,808+8.6% |
| Participation rate | 96.5% | 61.9%+34.6pp | 70.6%+25.9pp | 71.5%+25.0pp |
| Annual return | -15.84% | -15.54%-0.3pp | 29.74%-45.6pp | 32.82%-48.7pp |
| Employer contribution / active EE | $5,011 | $1,774+182.5% | $4,176+20.0% | $2,506+100.0% |
| Participant deferral / active EE | $6,981 | $3,151+121.6% | $4,070+71.5% | $4,310+62.0% |
| Admin fee / account holder | $134 | $132+2.0% | $5,645-97.6% | $188-28.4% |