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 |
|---|---|---|
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,685 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,120 | $46,219-32.7% | $89,391-65.2% | $90,288-65.5% |
| Participation rate | 26.1% | 44.9%-18.8pp | 68.0%-41.9pp | 73.4%-47.2pp |
| Annual return | 21.73% | 25.71%-4.0pp | 245.62%-223.9pp | 53.97%-32.2pp |
| Employer contribution / active EE | $43 | $953-95.5% | $2,586-98.3% | $2,524-98.3% |
| Participant deferral / active EE | $2,569 | $2,136+20.3% | $3,890-33.9% | $4,232-39.3% |
| Admin fee / account holder | $92 | $147-37.1% | $4,881-98.1% | $114-19.1% |